> ## Documentation Index
> Fetch the complete documentation index at: https://docs.benefitflow.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Referrals from Existing Employer Relationships

## How to leverage your existing employer relationships to secure referrals

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  <iframe src="https://www.tella.tv/video/clxkpnu7l01q909lb0rbbbe7n/embed?b=0&title=1&a=1&loop=0&t=0&muted=0&wt=0" allowfullscreen="" allowtransparency="">\&lt;a href="[https://www.tella.tv/video/clxkpnu7l01q909lb0rbbbe7n/view"\&amp;gt;Watch](https://www.tella.tv/video/clxkpnu7l01q909lb0rbbbe7n/view"\&amp;gt;Watch) Referrals from Existing Employer Relationships in Tella screen recorder\&lt;/a\&gt;</iframe>
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## Using BenefitFlow for Customer Referrals

**Navigating to the Employer Tab:**

* Start by navigating to the employer tab.
* Look up a few employers that are already your customers. For this example, we'll use Colgate.

**Reviewing Contacts:**

* Click into their profile and go to the contacts tab to see all the HR professionals you might be working with.
* Identify your existing relationships within the group.

**Requesting Referrals:**

* If you have a relationship with someone, look at the top of Colgate's profile to understand their primary broker (e.g., Pacific Resources, Southborough, Massachusetts office).
* Craft a note to your contact requesting an introduction to their broker to explore other potential clients in the broker’s book of business.

**Researching the Broker:**

* If you secure a referral, click on the broker's name to go to their office profile.
* Research the broker’s book of business to identify other employers similar to Colgate that could be a good fit for your solution.
* Prepare for your meeting with the broker by understanding their book of business and identifying potential matches.

**Maximizing Your Network:**

* Repeat this process across all your clients with good relationships to open doors with brokers who aren't yet referring new business to you.