Insurance Industry

Grow medical sales with partners

Protecting a business with the right insurance is critical – and personal. While HR may run the process, the CEO makes the final decision. That’s why selling insurance to companies requires so much trust. You have to build strong relationships with executives, stay in-the-know when a company’s insurance needs are about to change, and comply with all insurance-sales regulation.

So how can your insurance brokers get more introductions to new executives? Through your extended network of partners of course! Consulting firms, CPAs, lawyers, PR firms, and technology companies all partner with benefits brokers and can introduce you to the CEOs at their accounts – once you gain their trust.

Selling with partners is the best way to grow your insurance business in each territory.

PartnerTap’s cloud partnership revenue platfrm for insurance brokers and agents helps you reach new prospects for your insurance products:

  • Stand out amongst a crowd of corporate insurance brokers with personal introductions from your professional services and technology partners
  • Know which buyers are starting a buying cycle so you can get involved at the right time
  • Instantly identify which partners have sold into each company so you can leverage their account knowledge
  • Compare intel about accounts and prospects with partners to better understand the personalities and buying process at each company
  • Impress new partners with how fast you can map accounts, share leads, and collaborate on real sales opportunities
  • Reclaim your evenings for you and your family instead of schmoozing at networking events trying to find people that can introduce you to new companies

PartnerTap Ecosystem Sales Platform

Secure partner platform helps channel and sales teams drive more revenue from each partnership

Account Mapping

Instantly map millions of accounts to identify your mutual overlap with each partner

Sharing Controls

Control what data you share on a partner-by-partner basis

Channel Pipeline

Empower channel teams with the data and reports they need to identify new sales opportunities


The real-time data and tools sellers need to sell more with ISV, reseller, and marketplace partners

Ecosystem Analytics

Track all the sales opportunities sourced and accelerated with partners

CRM Integration

PartnerTap is pre-integrated with all the popular CRM applications

Industry Overview

Every B2B products and services company works with partners. PartnerTap helps you grow revenue with your partners.

Financial Services

Extend your reach as a trusted adviser and win more clients


Grow insurance sales with partners


Sell more software with partner insights


Expand your distribution with smarter partnering

Private Equity

Build an acquisition revenue machine


Accelerate co-selling with agents, brokers and sales reps

HR Tech

Co-sell with the leading HR technology sales teams

Professional Services

Extend your sales reach with partners


Win more corporate travel business with partners

Company Overview

We built PartnerTap to help companies drive more revenue with partners. Learn about our story and background.


Learn about our executives and company leaders helping customers drive more revenue


Learn more about our technology and consulting partners


Read our latest blog post or browse the archives for partnering best practices

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