IronGate Advisory
Advisors for Growth, Partners for Success

New referral partner

Complete this form when engaging a new RP for the first time. You'll review everything before it's sent. Submitting adds the partner to the team's follow-up list so Adam and Seth can pick it up from there.

* Required

Classification
Partner type *
Key contacts
The first contact is the primary contact for follow-up.
Linked referral partners
Existing RPs associated with this partner, by name or organization. Optional.
PEPM structure
Per employee per month. Leave blank if not applicable.
Org PEPM
$
Applies when the organization is the partner
Individual PEPM
$
$
$
Tiered PEPM (by W2 count)
For tiered agreements: the PEPM paid at each W2 employee-count range. Each new tier starts where the previous one ended. Example: 0 to 1,000 W2s = $25.00 PEPM, 1,001 to 2,000 = $22.50. Leave blank if the agreement isn't tiered.
Notes
Anything the team should know when following up.
Submitted by
Recorded with the submission so the team knows who to ask. Remembered on this device.

Review before submitting

Nothing has been sent yet. Here's what will happen when you confirm.