INKED INTENT
A managed campaign—not another list your team has to work from scratch. Inked educates, nurtures, and qualifies relevant prospects before a named partner is approved and a meeting is selected.
MANAGED OPPORTUNITY DEVELOPMENT
We confirm the request and preliminary fit, identify the proposed partner and information to share, obtain approval for that named connection, then let the prospect select a meeting. Both parties receive confirmation and a calendar invitation; the handoff brief arrives before the meeting.
SIMERP & EMPLOYER BENEFITS
Begin with the employer’s actual concern. Generic benefits interest is not confirmed SIMERP interest.
GROUP HEALTH
Confirm first-time coverage, renewal review, or a more complex arrangement before matching a configured partner.
Use documented requests for personal or family coverage assistance. Keep the route to help short.
EXAMPLE HANDOFF · Confirmed need · Qualification details · Relevant questions · Education completed · Partner approval · Meeting details · Unresolved items