Insurance · India
Illustrative example

Developing referral relationships with HR consultants

An Indian employee benefits insurance brokerage seeking relationships with HR consulting firms wanted to supplement direct employer outreach with partners already serving relevant business clients.

This is an illustrative example built from Myntmore's real outreach methodology. It shows what a strong campaign and result can look like, it is not the result of a specific past client engagement. We'll swap this for a real, verified case study as one becomes available.

15
Meetings booked
5
Partnership discussions
2
Referral processes agreed
01 · The client and challenge

Direct outreach alone wasn't enough

An Indian employee benefits insurance brokerage seeking relationships with HR consulting firms wanted to supplement direct employer outreach with partners serving relevant business clients.

02 · Myntmore's approach

Proposing a complementary relationship, not a hard sell

Myntmore identified HR consultancies with suitable client profiles and approached founders and practice heads.

Messages proposed an introductory discussion about complementary services. The brokerage handled the assessment and approval of any referral arrangement.

03 · Campaign metrics

Illustrative results across the funnel

Target consultancies90
Unique decision-makers contacted140
Positive replies24
Meetings booked15
Meetings held12
Consultancies entering detailed partnership discussions5
Consultancies agreeing to a defined referral process2
04 · Business outcome

Two referral relationships, no revenue assumed yet

The brokerage established two referral relationships. No employer introductions, policies, or revenue are assumed within the campaign period.

Myntmore's role

Identifying consultancies, opening conversations, and booking meetings. The brokerage owned assessment and approval of any referral arrangement.

Services used in this engagement

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