Employer Opportunities

Any time you identify a company that may be a good fit for direct contracting, you can create an opportunity to track the relationship, document conversations, and monitor progress toward a partnership.

Employer opportunities allow your team to:

Track potential employer partners in your community
Assign ownership of outreach and follow-up
Record discovery notes and relationship context
Identify decision makers and stakeholders
Monitor the status of partnership discussions

Opportunities can be created manually or generated through Discover, which pulls employer data from ZoomInfo.

If an opportunity is created through Discover, some company information will already be populated. You should always review this information for accuracy.

Employer Opportunity Layout

When you open an Employer Opportunity, you will see a sidebar with company and opportunity details, along with several tabs used to manage the relationship.

Opportunity Details

Opportunity Details track the internal management of the relationship.

Status
Indicates the current stage of the opportunity and helps track the momentum of the relationship.

Owner
The team member responsible for managing the opportunity.

Priority
An internal indicator used to highlight high-value opportunities.

Primary Contact
The main person your team is working with at the employer.

Broker Association
If the employer works with a benefits broker, you can associate the broker with the opportunity. You can select an existing broker or create a new one.

Broker Information

This is where you track the broker associated with the Employer Opportunity. You can select from existing brokers using the dropdown—this will create an association with a Broker Opportunity.

Notes

The Notes section allows you to record important information about the opportunity.

Examples include:

Discovery call notes
Benefit discussions
Follow-up reminders
Internal observations about the relationship

Maintaining notes helps ensure your team has context when continuing conversations with the employer.

Contacts

The Contacts tab lists people associated with the employer opportunity.

Here, you should add key contacts like:

HR leaders
Benefits managers
Operations leaders
Existing connections inside the organization

To create a new contact, select Create Contact and enter:

Name
Role
Job title
Email
Phone
Description or notes

Contact Roles

Each contact can be categorized by role to help identify their influence in the decision process.

Stakeholder
A decision maker or key participant in benefits decisions, such as HR or Total Rewards leadership.

Connection
Someone your team knows at the company who may help facilitate an introduction to the appropriate decision maker.

Connections can still be valuable even if they are not directly responsible for benefits decisions.

Organization Chart

If the opportunity was created through Discover, the Org Chart tab may be available.

This view uses ZoomInfo data to show potential contacts within the company, including:

Department structure
Job titles
Reporting hierarchy
Available contact details

If you identify someone relevant, you can select their name and choose Get Contacts to add them to the opportunity. This uses credits to enrich the record with contact information.

Note: at this time, Org Chart is not available for manually created opportunities.

Best Practices

To keep employer opportunities organized:

Assign an Owner to each opportunity
Update the Status as conversations progress
Add Notes after calls or meetings
Identify Stakeholders and Connections in the Contacts tab

Maintaining accurate opportunity records helps your team track employer relationships and coordinate outreach effectively.

Employer Opportunities