CPA Referral Program

Partner with JB Benefits — Help Your Clients Save $150K–$300K on Healthcare

Your clients are paying too much for healthcare. We fix that. You get credit for the referral — we'll handle everything else.

Schedule a 15-Minute Call
$150K–$300K
Typical Annual Savings
20–40+
Carriers Shopped
100–500
Employees Per Client
2.5×
Better vs. Traditional Brokers
Simple Process

How the Partnership Works

Three steps. Zero selling on your end. We take it from there.

1
You Refer a Frustrated Client
When one of your clients or prospects mentions healthcare costs — you send them our way. A warm introduction is all it takes.
2
We Shop 20–40+ Carriers
We run their current plan through our marketplace, comparing 20 to 40+ carriers to find better coverage at a lower cost — completely independently.
3
Your Client Saves. You Look Like a Hero.
Your client cuts healthcare costs by $150K–$300K per year. You get the credit for making a smart introduction — without doing any of the work.
What's In It For You

Built for CPAs Who Want to Add Value

This program is designed to make you look brilliant — without any selling on your part.

No Selling Required
Just a warm introduction. We'll do all the consulting, quoting, and negotiating — you stay the trusted advisor.
Unbiased Marketplace
We're not tied to any carrier. Your clients get independent, data-driven recommendations — not a scripted pitch.
Typical Savings: $150K–$300K/Year
For companies with 100–500 employees. That's a material line-item win on their P&L — and a memorable win for you.
Premium Increases Are Accelerating
Minnesota small group premiums jumped 14.2% for 2026. Your clients who aren't shopping are leaving money on the table — right now.

2026 Premium Increases Are Hitting Hard

Minnesota small group healthcare premiums increased 14.2% this year. The clients who aren't actively shopping carriers are absorbing the full increase — and your clients need to know there's a better option.

Act Now — Before Renewals Lock In
About JB Benefits

The Independent Healthcare Marketplace Built for Employers

JB Benefits is an independent healthcare benefits consulting firm. We're not affiliated with any insurance carrier — our job is to find the best outcome for your clients, period.

John, the founder, has written extensively on healthcare cost optimization. His approach consistently delivers 2.5× better cost outcomes than traditional broker models — because we're not steering clients toward a single carrier's products.

  • Independent marketplace — no carrier allegiance
  • 20–40+ carriers actively shopped per client
  • 2.5× better outcomes than traditional brokers
  • Authoritative expertise in healthcare cost optimization

Independent. Unbiased. Results-Driven.

We represent your clients — not an insurance company.

Get Started

Ready to Partner? Let's Talk.

Schedule a 15-minute call to learn how the referral program works — or fill out the form and we'll follow up within one business day.

Quick call: 15 minutes, no obligation
Or email us directly — we respond fast

Send Us a Message

We'll follow up within one business day.

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