Referral Partner
Around $6,000 per year for every 50-employee referral that closes*. Monthly payouts for the life of the account. You make the intro - we handle everything else.
Producer partner program
A Partnership Resource for Insurance, Benefits & Referral Partners
P&C producer, benefits broker, financial advisor, or payroll partner? Refer a PEO and get paid monthly - your other accounts and lines stay yours.
Why refer a client?
Why refer accounts to a PEO?
When a tough account joins a PEO, everyone wins:
- Master-policy workers' comp - no down payment, pay-as-you-go premiums
- A home for high-mod, high-risk, and non-renewed accounts
- Per NAPEO research, businesses in a PEO grow 7-9% faster, see 10-14% lower employee turnover, and are 50% less likely to go out of business.
What partners gain
Value beyond the introduction
Broker Partner
Around $11,000 per 50-employee referral that closes, paid monthly*. You engage directly - help collect info and coordinate client meetings. *Payouts vary with the depth of services provided to the referral.
Master-policy workers’ comp
No down payment, pay-as-you-go premiums, and a home for high-mod, high-risk, and non-renewed accounts.
Protect your book
We never touch the rest of the account - your book stays protected.
Best-fit referrals
Which clients are a good fit?
- 5 to 200 employees, in any state
- Higher-risk industries welcome: construction, oil & gas, transportation, healthcare
- Multi-state or rapidly growing workforces
- High mods, lapsed coverage, or accounts your carriers decline
- Businesses hit with workers' comp or health premium increases
After your introduction
We handle the comparison
- Discovery call with your client
- Quote collection from multiple national PEOs
- Side-by-side cost and coverage comparison
- Negotiation and onboarding support
- Regular updates back to you, start to finish
Simple process
How it works
01
Introduce
Send us the account details.
02
We place
Quotes across dozens of national PEO markets.
03
You get paid
Monthly commissions - and your P&C lines stay yours.
Common questions
Frequently asked questions
How much can I earn?
On average about $6,000 per year for a closed 50-employee referral, or about $11,000 as a Broker Partner. Paid monthly; payouts vary with depth of services provided.
Will the PEO take my client's other policies?
No. The PEO handles workers' comp and HR; your GL, auto, property, and umbrella stay right where they are - with you.
How do I track my referrals?
We report at every step - submission, quotes, close, and monthly commission statements.
What if the PEO isn't a fit for my account?
We'll tell you straight - and your client still gets a free benchmark of their current costs. No harm to the relationship.
When to send us an account: has a high ex-mod or claims history your markets won't touch; got non-renewed or can't find affordable comp coverage; operates in a tough class; needs pay-as-you-go comp to fix cash flow; is being courted by a PEO directly - beat them to it; or wants big-company benefits you can't currently place. Not sure if an account qualifies? Send us the scenario - we'll give you a straight answer. Your client gets coverage and HR support. You get paid - month after month.