Referral Partner Program
Help Your Clients Win With Expert PEO, HR & Benefits Guidance
Give your clients access to independent expertise in PEO selection, HR support, and health insurance strategy—without taking on the work yourself. We protect your relationship, deliver clarity, and help employers make smarter decisions with confidence.
Ready to Partner With Us?
Support your clients with expert guidance and protect your role as their trusted advisor.
Who We Partner With
Professionals who want their clients to have the right HR, PEO, and benefits support—without getting pulled into the weeds.
- CPAs, fractional CFOs and Controllers, and financial advisors
- VCs, Search Funds, Investors, and Private Equity
- Payroll companies and HR consultants
- Attorneys, bankers, and business service providers
- Anyone who supports small and mid‑sized employers and wants them protected
What We Deliver to Your Clients
Clear, unbiased guidance across the three areas where employers struggle most.
- PEO Guidance & Negotiation — Independent evaluations, pricing reviews, contract analysis, and support choosing or renegotiating with a PEO.
- HR Support & Compliance — Employee handbooks, multi‑state compliance, HRIS and payroll setup, onboarding, and fractional HR support.
- Health Insurance & Benefits Strategy — Medical plans, ancillary benefits, ACA compliance, and cost‑control strategies that make benefits sustainable.
Why Partners Trust Us
Your reputation matters. We treat it that way.
- Your client stays your client. We support the areas you don’t want to manage.
- Independent and unbiased. Independent professionals loyal to clients and referral partners
- You look like the hero. Clients get clarity, better pricing, and fewer compliance risks.
- Fast, professional follow‑up. We reach out within 24 hours and keep you informed.
- Simple, predictable process. No friction, no surprises, no extra work for you.
How the Referral Process Works
1. Submit a referral through our short form.
2. We connect with you and your client within 24 hours.
3. We assess their needs and build a clear plan.
4. You stay updated throughout the process.
5.Your client receives ongoing support and you get credit for the connection.
Who Makes a Great Referral
Signals that a client or prospect needs our help:
- Frustration with PEO pricing or service
- Outgrowing their current HR setup
- Expanding into multiple locations and states
- Facing compliance pressure or audit risk
- Struggling with rising health insurance costs
- Hiring their first employees and needing structure
Ready to Partner With Us?
Support your clients with expert guidance and protect your role as their trusted advisor.
What Partners Say
Referring clients to this team has been a game‑changer. They make us look good, and our clients love the clarity they get.
Michelle
CPA Partner
The only PEO advisors we trust. Independent, transparent, and incredibly knowledgeable.
James
Benefits Broker
