STEP 1
Identify Fit
You introduce the opportunity to clients who may benefit.
Your Clients Deserve a Real Answer. Now You Have One.
Give clients who’ve run out of good options something different — the Working Owner role at PSM, with the opportunity to explore benefit options for those who qualify.
BROKERS - REAL ESTATE AGENTS - CONSULTANTS - GRAPHIC DESIGNERS - SOFTWARE ENGINEERS - CONTRACTORS -
You’re Already Running Into This
You have clients who don’t have employer benefits and have run out of good answers.
- Don’t qualify for strong options elsewhere
- Have been turned away or priced out
- Don’t understand what they’ve been offered
- Or walk away because nothing feels right
Without a better solution, those conversations stall. ReachPoint gives you one.
A Stronger Option for the Independent Client
Your client gets:
- A real role at PSM, a data research and analytics company
- A simple monthly task — about five minutes
- Compensation for participation
- The opportunity to explore benefit options, if eligible and active
You get:
- More opportunities to move conversations forward
- A differentiated offering
- A solution when others don’t have one
Differentiated Offering
Guided Process
Scalable Growth
Marketing & Sales Alignment
Support for Your Clients
How it Works for Your Clients
A simple path from conversation to coverage.
STEP 2
Qualification Check
They complete a quick eligibility check.
STEP 3
Guided Process
Qualified clients move forward with support through Working Owner sign-up.
Built to Support You
You don’t have to do this alone. We give you the tools and support to make this easy to offer:
Support through the sign-up process
FAQs and objection handling
Sales materials
Scalable growth model
Ongoing communication tools
A Solution for the Clients Nobody Else Can Help
Many of your clients come in looking for a better answer and leave with a real role and a clear next step.
ReachPoint helps you serve the people other options leave behind.
You’ve Got a Gap in Your Agency Offerings. Let’s Fill It.
Offer a stronger solution, move more conversations forward, and better support your clients.