"HOW DO I
REFER MEMBERS TO CHAMBERS PLAN?"
We get it. You’re probably not an insurance salesperson. You’re focused on your members. Below is a two-step guide to referring current and potential members to Chambers Plan.
STEP 1: ASK THESE 3 QUESTIONS TO IDENTIFY A GOOD FIT FOR CHAMBERS PLAN
With no industry restrictions or minimum company sizes, a YES to these questions means you’ve identified a current or potential member who could benefit from Chambers Plan.
1. “DO YOU HAVE 1 TO 35 EMPLOYEES?”
Chambers Plan offers guaranteed coverage for small businesses with 1 to 35 employees.
2. “COULD YOU AND YOUR EMPLOYEES MAKE USE OF GROUP BENEFITS?”
Free access to Best Doctors®️, Business Assistance Service, and my-benefits health®️ sets Chambers Plan apart from other benefit plans.
3. “WOULD YOU LIKE ME TO CONNECT YOU WITH OUR LOCAL ADVISOR FOR A QUICK AND EASY, FREE QUOTE?”
Chambers Plan engages Canada’s top local independent advisors who will quickly contact your current or potential member.
STEP 2: SUBMIT YOUR REFERRAL ONLINE
“How do I actually make the referral to Chambers Plan?”
Simply go to ChamberPlan.ca/talk/refer and fill out the form.
Chambers Plan engages local Advisors to work with chamber members to support your local business community.
Once you refer a current or potential member on ChamberPlan.ca/talk/refer, it's matched with a designated Advisor in your area. The Advisor then connects and, as a licensed insurance advisor, advises on Chambers Plan and helps with onboarding your members to the Plan.
To learn more about the role of Advisors in growing Chambers Plan for your chamber, click here.