The Role of the Referral Rep
The introduction is the job. Everything after it is not.
Most people hear "referral rep" and picture a salesperson with a lighter workload. That's not what this is. A PPB referral rep and a sales rep do two different jobs, and the difference isn't effort. It's scope.
A sales rep learns a product line, builds a presentation, quotes pricing, handles objections, closes, and manages the account. A PPB referral rep identifies someone in their own network who fits what a partner company is looking for, registers that contact, and gets them onto a call. That's the entire job. The partner company's team takes the consultation, the technical questions, the pricing, the paperwork, the onboarding, and every piece of follow-up.
Built-In Boundaries
You are not expected to know the answers. That's by design.
New reps often worry about the same thing: what happens when my contact asks me a question I can't answer?
Nothing happens. That's the system working.
If a practice owner asks which pharmacy fills the prescriptions, what a program costs, what margin they'd see, or whether a specific therapy is right for their patients, the correct answer from a referral rep is: "I don't know, and I shouldn't. That's exactly what the call is for. Let me get their team on the phone with you."
That isn't a weakness in your pitch. It's the structure. A referral rep who quotes a price is quoting a number they invented. A referral rep who describes a clinical benefit is making a medical claim they aren't qualified or authorized to make. Both create real exposure — for the rep, for the practice, and for PPB. So we removed the possibility. Reps aren't given pricing sheets, supply chain details, or clinical materials, because reps aren't in that part of the transaction.
What you bring is the one thing the partner company cannot buy: a business owner who picks up because your name is on the screen.
Clear Guardrails
What a PPB rep never does
Never cold calls. Every introduction is to someone who already takes your call.
Never quotes pricing, discounts, or margin.
Never makes a clinical, medical, or efficacy claim about any product or therapy.
Never recommends a specific therapy or product for a specific patient.
Never presents, demos, or pitches.
Never handles a contract, an order, or an onboarding.
Never manages an account after the introduction.
Never carries a quota, a minimum, or a deadline.
Never buys inventory, a starter package, or a territory.
Never pays a fee of any kind, at any point.
Never recruits other reps and is never paid based on who else joins.
Never contacts a practice on PPB's behalf. Your relationship is approached by you, and only by you.
The Call
Where the handoff happens
You register the contact in ProEdge. That timestamps the relationship to you and clears an internal conflict check confirming no other rep has approached them. ProEdge matches the contact's business to the best-fit program. You get the green light, reach out, and set the call.
We want you on that call for one reason: the first ninety seconds. You introduce two parties who trust you, you confirm why you thought it was worth their time, and you hand it off. Then you stop talking. The partner's team runs it from there.
Your compensation terms are in the independent contractor agreement you sign before any of this begins. Not agreed verbally. Not settled after a deal closes.
Protection by Design
Why the role is narrow on purpose
Two reasons, and they're both about protecting you.
The first is the one PPB was founded on. The person who makes the introduction is usually the person nobody pays. Registering the contact before you reach out creates a record of who brought it.
The second is that in regulated categories — medical practices especially — who says what, and who is compensated for what, is the part that matters most. Keeping reps entirely out of pricing, clinical discussion, and product recommendation isn't a limitation on the job. It's what makes the job clean.
You open the door. Their team walks through it.
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