Free tool

Provider Partnership Value Calculator

Turn your own relationship-building assumptions into a transparent model of introductions, qualified opportunities, wins, and contribution.

Funnel

Wins

Value

Model relationship value

Use your own historical assumptions. Nothing you enter is sent or stored.

1. Relationship funnel

This is a planning model for provider relationship activity—not a referral-fee or clinical-volume calculator.

Providers you expect to include in the relationship-building program.

%

Introductions ÷ prospective providers, based on your own past results.

%

Qualified opportunities ÷ introductions.

%

Wins ÷ qualified opportunities.

2. Economics
$

Your own estimated first-year contribution or gross profit.

$

Your program cost—not a referral payment, gift, rebate, or incentive.

Need provider coverage for your program?

Browse available state-by-state provider data before you decide where to build relationships.

Explore state data

Important: review RESPA before using this for mortgage or settlement-service relationships

Do not use this tool to calculate, propose, or optimize referral payments, commissions, rebates, gifts, or other things of value for referrals. For businesses connected to federally related mortgage transactions, review the CFPB's RESPA Section 8 FAQs and obtain qualified legal advice for your facts and jurisdiction.

Planning model only. Results reflect only the assumptions you enter and are not a prediction of introductions, sales, revenue, or legal compliance.

How to use it

Separate relationship value from compensation or referral arrangements

Start with the providers you plan to include, then enter introduction, qualification, and win rates from a comparable program. Use a contribution figure rather than top-line revenue, and include only your own relationship-marketing cost. The model is designed to make every assumption visible.

Need to plan the initial outreach audience, sending workload, and acquisition funnel? Use the Provider Outreach Campaign Planner instead.

Your relationship history

The calculator does not publish performance benchmarks. Use results from a comparable program instead.

Transparent economics

See contribution, program cost, net contribution, and ROI as separate figures.

No referral-price logic

The tool intentionally excludes referral payments, commissions, rebates, gifts, and incentives.

FAQs

Before you model a partnership program

What does the Provider Partnership Value Calculator estimate?

Using only the assumptions you enter, it models prospective providers, introductions, qualified opportunities, wins, gross contribution, net contribution, ROI, and cost per win for a relationship-building program.

Does this calculator calculate referral payments or commissions?

No. It deliberately does not calculate, recommend, or optimize referral fees, commissions, rebates, gifts, or other consideration in exchange for referrals. Its cost field is limited to your own relationship-marketing program cost.

Does this tool replace a compliance review?

The model is only a business-planning aid, not legal, medical, or compliance advice. Review anti-kickback, privacy, marketing, and professional rules applicable to your organization before offering any incentive or relationship program.

Does the calculator use or reveal NPI Data Hub contact data?

No. It runs entirely in your browser using the values you enter. It does not search the directory, reveal contact data, or save your assumptions.