For accountants, advisors & professionals

Refer clients. Get credit for it.

If you work with incorporated business owners, a Private Health Services Plan is one of the simplest wins you can hand them. Become a Medallion referral agent and we'll make sure the introduction counts.

Your own referral code: We issue you a personal code. When a client enters it on the online application, their one-time setup fee is waived entirely, and the plan is linked to you.
Ongoing compensation: Referral agents earn compensation on the plans they refer for as long as those clients keep claiming. It isn't a one-time bounty.
We do the work: You make the introduction; Medallion handles onboarding, claims review, payments, and client support. Your client deals with named professionals, not a call centre.

Want the full picture first? The partner resource centre covers the tax mechanics, CRA considerations, and exactly how compensation works.

Apply to become a referral agent

Your name *

Business / practice

Email *

Phone

Website

Profession

Province / territory

How did you hear about us?

Preferred referral code

The code your clients will enter when they open an account. It waives their setup fee. Letters, numbers, or dashes; we'll confirm it with you if it's taken.

Tell us about your practice and who you'd refer

I prefer not to receive referral compensation (for professional-conduct or licensing reasons, for example). (Clients you refer still get their setup fee waived either way.)

Every application is reviewed by a person. We'll only use your details to respond to this application.