Partner Resources

Exclusive Resources for Our Partners

As our valued partner, you have exclusive access to high-impact sales and marketing tools designed to help you seamlessly integrate concierge healthcare management as an extension of your business. These resources empower you to start the conversation, differentiate your services and reinforce your role as a trusted advisor—ensuring your clients’ time, health and wealth are protected.

How to Brand Your Downloadable PDFs with Your Logo

Sales & Marketing Support

Enjoy our suite of resources designed to elevate client conversations and enhance your role as a trusted advisor. Simply download, add your logo or company information and start sharing!

Brochures

Member Brochure

Our member brochure showcases how we ensure clients’ seamless access to top providers, eliminate administrative hassles and protect their financial well-being when it comes to healthcare. Download and co-brand it to share with your clients today!

Wealth Manager & Family Office Guide

As a wealth or family office manager, you're already committed to safeguarding your clients’ financial well-being. Now, you can help them navigate the intricate challenges of healthcare that directly impact their overall quality of life. Learn how Emry becomes an extension of your team—and a value add for your clients!

FAQs

Client Questions, Answered

We’ve answered the most common questions we get about our services, from provider access and claims management to plan selection and cost savings. Share this resource to help your clients understand how Emry Concierge can simplify their healthcare administration.

Your Questions, Answered

Wondering how Emry Concierge fits into your services? We’ve compiled answers to the most common questions from our referral partners—including how we support your clients, what’s required from you, and how co-branding works. See how simple it is to integrate our services and provide your clients with expert healthcare navigation.

Sales Emails

Take the Stress Out of Healthcare

This email focuses on the frustration of dealing with medical bills, insurance claims, and provider access. It reassures clients that Emry Concierge can take care of these tasks, reducing stress and ensuring seamless healthcare management.

Is Emry Concierge the Right Fit for You?

This email helps clients determine if they would find value in healthcare advocacy. It positions the service as a personalized solution for clients who want expert oversight of their healthcare and insurance.

Open Enrollment is Here—Let’s Make Sure You’re Covered

This email helps clients understand the financial impact of health plan selection and how Emry Concierge ensures they don’t overpay or miss key coverage. It’s a timely touchpoint for open enrollment, encouraging proactive decision-making.

Reclaim Your Time and Your Peace of Mind

This email highlights the time-consuming burden of managing healthcare and positions Emry Concierge as the solution. It explains how expert advocates take care of everything from insurance claims to provider access—so clients can focus on what matters most.

Protecting Your Wealth Beyond Investments

This email introduces Emry Concierge as a vital service that protects clients from unexpected healthcare costs, denied claims, and coverage gaps—helping safeguard their wealth. It encourages clients to explore how expert healthcare navigation can complement their financial planning.

Social Media Posts

Introducing Healthcare Concierge Advocacy

Share this post to show how Emry Concierge helps clients navigate insurance, handle medical bills and access top providers with ease.

Insurance Selection Reminder for Fall

The wrong health plan could cost your clients thousands. Share this post to remind them that open enrollment is the perfect time to review coverage and avoid costly healthcare mistakes with expert guidance.

100 Hours Stat

Did you know, the average person spends 100+ hours a year managing healthcare? Not anymore. Share this post to show how you now offer a solution to save time, reduce costs and eliminate stress.

New Service Promotion

Healthcare costs are one of the biggest financial risks people overlook. Share this post to introduce your partnership with Emry Concierge, a solution that helps clients navigate healthcare costs, avoid coverage gaps, and protect their wealth.

Questions to Ask

Questions to Ask Your Clients

Healthcare decisions can have a major financial impact—but many clients don’t realize the risks until it’s too late. Our Emry Concierge Planning Guide helps you identify who could benefit from expert healthcare advocacy, from insurance selection to managing high-cost care.

Website Copy

Showcase the value of Emry Concierge

Add this web copy to your website to introduce clients to our Emry Concierge services, which save time, reduce costs, and provide expert healthcare advocacy. Customize it with your firm’s name and link it to our member brochure to highlight this exclusive offering and make it easy for clients to learn more.

Let’s work together to support your clients

Schedule time with us to discuss how our expert healthcare advocacy can enhance the support you provide to your clients.