Welcome To The FINSIRA™ Agents Program! We Are Excited To Work With You.
Here is everything you need to get started today!
Please read carefully and follow the instructions...
STEP 1: Watch This Video:
1 - Marketing Assets
All Marketing Assets can be found in the Finsira Partners Google Drive Folder
Request Access To The Google Drive Folder Here -> Request access using this form
If you already have access -> Click here to go to GOOGLE DRIVE
2 - Submit Client Deals
This is a an actual business you want to enroll in EHP so you can earn commission
READ THESE INSTRUCTIONS FIRST
Please click the button below to submit your New Client Opportunity information to the Finsira Database.
IMPORTANT When you fill in the form, make sure to use your AGENT account email (the same email you used to register as an Agent for EHP) in the "referral partner" section so that it attaches to your account existing account in the database.
The success of the program is based on ensuring submitted client opportunities are interested and qualified, never submit a client you have not spoken to and qualified.
The client should have a minimum of twenty (20) Full Time W2 employees. We will consider down to 15 on a case by case basis, but you should be focusing on 20+.
After you have submitted the form we will reach out to you (not to the client) with any questions or concerns we have, if any.
By submitting this client lead information, you’ll be listed as the referring agent in the Finsira database.
Note: This will not trigger any outreach or communication to your client from Finsira or EHP. It simply records the referral for tracking purposes and links the client opportunity to your agent record.
Commission is awarded to the agent who ultimately completes the census and proposal for the client. While cross-over is rare, please note that the agent who finalizes these steps will be credited for the deal (please see your official EHP agreement for the full explanation of how this works).
After submitting the information, you will be presented with a Calendar link to schedule a Discovery Call with EHP. This is not mandatory. Complete that step if you are ready to schedule the Discovery Call now.
If you prefer Shawn to do your client's Discovery Call, come back to this page, and use Shawn's calendar link at the bottom of the page.
STEP 1: Submit New Client Opportunity to the Finsira Database
(this is for lead documentation information purposes only - we will not reach out to these leads)
STEP 2: If you've previously submitted the client using the form above, and you are now ready to schedule a Discovery Call, use the button below.
3 -Agent Referrals
This is for you to sign up a SUB-AGENT in your downline.
READ THESE INSTRUCTIONS FIRST
Please Visit The Link Below
IMPORTANT When you fill in the Agent, make sure to use your Agent account email with in the "referral agent" section.
Make sure they are interested and qualified, do not submit a referral until you have spoken to them and "pre-closed".
After you have submitted the form we will reach out with any questions or concerns if we have any.
Here is the link to submit sub-agents: https://ap.finsira.com/agent-referral
If you've previously submitted the sub-agent referral using the form above, and you are now ready to schedule a Referral Call, use the button below.
4 - Partner Call Links
Register for our calls at the links below. After you register you will be sent an email with the call links and the option to add them to your calendar. Make sure to add the calls to your calendar so you don't miss any!
Recordings will be added to the Google Drive Partner Folder when they are available.
EHP Weekly Pro Strategy Calls - Currently Every Tuesday at 2:00pm (subject to change):
On these EHP Pro calls the leadership team from EHP does corporate updates and training on their programs, including industry updates and changes. These calls are very valuable.
FINSIRA Weekly MASTERMIND CALLS - Weekly On Thursdays via Zoom:
10:30 PST / 1:30 EST:
On these calls, we lead FINSIRA Agents through a mastermind format. All members contribute to the calls and share what is working now. We go through role playing and answer all member questions. If you want to learn how to get deals this call is important! We will also bring on guest speakers from EHP and other partners.
EHP Weekly Employer Webinars
Goal: Make it simple for employers to learn about EHP, clearly understand our benefits, maximize tax efficiency, and maintain compliance. This is a group webinar where employers will see a presentation of the EHP program and be able to ask questions via the Zoom chat/Q&A feature. There are no cameras or mics for the attendees during this presentation. Only the presenters will be on camera.
Webinar Details:When: Every Wednesday at 2 PM EST
Duration: 1 Hour (includes education session + live Q&A)
Registration Link to Share: Join Webinar Here
Invitation Process:
Verify: Ensure your prospect is registered in your EHP portal back office first.
Send: Email the above webinar registration link directly to your client.
Follow Up: Engage promptly after each session to address specific prospect questions and reinforce interest.
5 - Support
There are 3 types of support you can get as follows:
FINSIRA Support - ask us anything about the program, your EHP Portal, how to get clients etc.
EHP Support for EXISTING clients.
EHP Support for your client that is LIVE or GOING LIVE has questions or needs help.
Click the Button Below To Get Support
6 - Shawn & Kristin's Calendars
If you need help with a prospect or a deal and want Shawn to get on a call with you, or you and a prospect you can book a call in our calendars at the links below.
Please do not book a call with someone that has ZERO idea of what the program is, they need to be a least somewhat interested and qualified.
Link to Shawn's Calendar: calendly.com/simerp-consult/30-minute-intro
Link to Kristin's Calendar: calendly.com/simerp/intro
FINSIRA - Financial Growth For Your Business, Well-Being for Your Team
2222 GRAND RIVER AVE SUITE A
OKEMOS, MI 48864
Phone: (517) 781-7810
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