Warm introductions, not cold leads.
CalendTree users ask for a pro — health insurance, financial planning, tax, legal. We send you one matched introduction in your state. You take it from there.
Free to join · No contracts · Leave anytime
How it works
Four steps, then we step back.
A user asks for a pro
Someone running their business on CalendTree requests help — coverage, planning, tax, legal.
We find the fit
We match their state and need to one professional in the network. One request, one match.
You get the intro
Their first name, location, what they want, and how to reach them lands in your portal.
You take it from there
Reach out if it fits. No obligation, no script, no involvement from us after that.
Categories
More than insurance.
We connect independent workers to the licensed help they need most — and we add categories as users ask for them.
Health insurance
Individual, family, and small-group coverage.
Financial planning
Retirement and investment planning for the self-employed.
Tax & accounting
Bookkeeping, tax prep, and advisory for owners.
Business & legal
Formation, contracts, and compliance help.
Physical therapy
Movement, recovery, and injury rehab for people who work with their bodies.
Available categories depend on the professionals who've joined in your area — not every category is active in every state yet.
Why it works
Better than a lead list.
The introductions convert differently because of who's on the other end and how the match is made.
They asked first
Every introduction starts with the user filling out a form themselves. No cold outreach — they want the call.
One match, not five
We send a single introduction per request, so you’re not competing with four other firms the moment you reach out.
Already in business
These are freelancers and small-business owners managing real money — not tire-kickers browsing for quotes.
Matched on the basics
State, category, and need — drawn from public criteria you provide. Nothing sensitive, nothing proprietary.
Trust & data
Exactly what we share — nothing more.
The first question every compliance team asks. Here's the whole answer.
What you receive
- ✓First name
- ✓State
- ✓What they're looking for
- ✓Timeline
- ✓Contact method they chose
- ✓An optional short note
Never shared
- ✕Medical or health history
- ✕Income, assets, or bank details
- ✕Last name or SSN
- ✕Existing policies or accounts
- ✕Their CalendTree business data
- ✕Anything after the intro is sent
For compliance teams
The connection is always user-initiated and consent is shown in plain language before anything is sent. CalendTree, Inc. is not a licensed insurance agency, broker-dealer, or investment adviser, and creates no agency, partnership, or co-branding relationship with participants. A formal program summary for compliance review is available on request.
Who can apply
Licensed professionals, full stop.
No fees, no production targets. Apply in about five minutes; we verify your credential against public records before activating.
Licensed or credentialed
An active license or credential your field requires — health, planning, CPA, bar, and so on.
Practicing now
Currently serving clients in your category, with a current credential in good standing.
Pick your states
You choose the states you're licensed in; that's what the match uses. Solo or firm, both welcome.
Reachable
Available to actually take the call. You're never required to act on a given intro.
FAQ
Questions, answered.
No — no application, monthly, or per-introduction fee. CalendTree also takes no cut of any business you close. We make money from software subscriptions, not referrals.
Never. Pass on anything that doesn't fit your practice or capacity. Only a long pattern of total non-response would prompt a review.
Today: health insurance, financial planning, tax & accounting, business & legal, and physical therapy. We add categories as users ask for them. If you serve independent workers and hold the right credential, apply.
First name, state, what they're looking for, an optional note, timeline, and their chosen contact method. No medical history, no financial account data, no SSN.
No. Participants are never listed, ranked, or advertised. The match happens internally — you're in a pool, not a directory.
No. You only receive matches in the states and category you signed up for. You can pause or change either through support anytime.
Message support. No notice period, no fee, no paperwork — introductions stop as soon as we process it.
Yes. A formal program summary is available on request, and a straightforward agreement covers the structure. Reach out through the support portal and we'll respond in writing.
Start getting introductions.
A few minutes to apply. We review and activate on a rolling basis.
Free to join · No contracts · Leave anytime