Broker Partner Program


A partnership that works with you

Benefits brokers like you need to stay competitive with national providers while remaining focused on your core business. Adding payroll, time and labor management, and HR — complete with benefit enrollment and administration — enables you to provide clients with a full spectrum of workforce management solutions. The result? You increase client retention and close more business while efficiently managing clients’ benefit programs and capitalizing on new benefit opportunities.

Teaming up with us through our broker referral program gives your clients access to a complete workforce management suite and lets you take advantage of tools and information that will increase client satisfaction while making your operations more efficient.

What we offer


Automated broker alerts for new employees, benefits eligibility, and enrollments


Access to configurable employee census and benefits reporting


Customizable email notifications to client's employees


Benefit plan setup and employee self-service online enrollment


Automatic benefit enrollment submission to insurance carriers through carrier connections


A comprehensive Affordable Cares Act solution to help clients proactively manage compliance

We work with a national customer base, but also understand regional business practices and concerns.

Our partnership is competition-free. Because we don’t provide benefit brokerage services, we won’t cut you out of deals like many of the national providers try to do.

Our service-oriented team works with you to ensure that customers are satisfied, helping you enhance your customer relationships while you remain focused on the business of providing benefits. Our team handles payroll, HR, and time and labor services as well as workforce-related ancillary services.

Technology benefits for you and your clients

Partnering with us gives you access to tools that help you service, support, and manage clients more efficiently and more profitably. With clients’ permission, you get on-demand, secure access to their benefit-related data with no manual intervention on their part. You can also receive reports via email. The advantages:

  • Automated Broker Alerts
    Notify you of new employees, employee benefit eligibility, employee online enrollments, and employee terminations at specified frequencies or as they occur.
  • Employee Email Alerts
    Push automated, customizable emails to notify employees of benefit eligibility, open enrollment dates, and more.
  • Benefit Reporting
    Such as the employee census and coverage report, provides the critical data you need to automatically support benefit programs and stay up to date on employee status.

Ready to take the stress out of HR?
Let's talk!