Marketing Materials

Download and share these resources with your clients.

Broker Certification Program

Study the training manual, review legal docs, and pass the quiz to get certified.

Broker Training Quiz

40 questions — must score 80% to pass.

New Client Intake Forms

Fill out contact, group, and payroll info for a new client.

Intake — Census Materials

Census Input Template

XLSX

Employee census data template for onboarding new groups. Fill out and return to get started.

Marketing Materials

Thrive One-Pager

PDF

A zero-cost strategy to reduce claims & increase take-home pay. Perfect for quick client introductions.

Employer Presentation

PDF

Full sales presentation covering Thrive's strategy, clinical results, benefits, and ROI breakdown.

Executive Legal Summary

PDF

Legal structure overview of the Preventive Care Plan — compliance with ACA, IRC Sections 105/125/213(d), HIPAA, ERISA, and Rev. Rul. 69-154. Prepared by HitesmanLaw, PA.

More materials coming soon.