Messer One-Time Referral Programs
If you need to refer an ACA or Medicare client for enrollment, Messer Financial Group offers the following One-Time Referral Programs.
Where to Find Referral Forms
Referral forms for both programs are located in Agent Center on the Messer Financial website.
Available Referral Types
ACA One-Time Referral
$100 one-time referral payment per enrolled client
Medicare One-Time Referral
$100 one-time referral payment per enrolled client
Not paid for Medicare Supplement enrollments
Referral Status Notifications
ACA Referrals
Enrollment confirmation email is sent once the client is enrolled
If the client cannot be reached, the referring agent is notified
Medicare Referrals
The client must contact the agency directly due to Medicare compliance guidelines
If the client enrolls, a confirmation email is sent to the referring agent
If the client does not enroll, the referring agent is notified
Referral Payment Timing
Referral payments are one-time payments and may take approximately 3–4 months.
Additional Resources
For additional help, please contact Producer Support, which is available by chat directly from your account, by phone at (866) 568-9649, or by email at [email protected].