Broker Partnership Program
You already have the relationships.
We have the program.
If you write group health, you're already sitting across from every company that qualifies for this. Add a payroll tax program to your existing book — no cost, no exclusivity, and no threat to the lines you already have on the account.
Why brokers partner with us
It stacks on what you've already sold
This program requires participants to carry qualifying health coverage. That means it can't cannibalize your group medical — structurally, it can only sit on top of it.
You keep the relationship
The client stays yours. We're the specialist you bring in for this one product, the same way you'd bring in a specialist for anything else outside your lane.
We do the operational work
Census collection, the proposal, employee education, enrollment, and ongoing service. You make the introduction and stay as involved as you want to be.
Recurring revenue share
Compensation is per enrolled employee and recurs monthly for as long as the group stays on the program — not a one-time finder's fee.
A reason to reopen cold accounts
"I can lower your payroll tax bill" reopens conversations that "let's review your renewal" cannot. It's a live reason to call a client you haven't spoken to since last October.
Retention leverage
A client saving real money on payroll tax through a program you introduced is meaningfully harder for the next broker to unseat at renewal.
Co-branded materials
Proposals and employee-facing materials can carry your agency's branding. Your client experiences it as something you brought them.
How the partnership runs
Four steps, and you're only required for the first
You identify the client
Any group in your book with 10+ W-2 employees at 30+ hours per week who already have health coverage in place. If you write group medical, that's most of your list.
We run the analysis together
You send the census or make the introduction. We model the numbers and produce the itemized per-employee proposal — co-branded if you want it that way.
We handle enrollment
Employee education meetings, enrollment, payroll integration, and plan documents. Attend if you want the visibility with your client, or don't.
You get paid monthly
Per enrolled employee, every month the group stays active. It compounds as they hire.
What we'd want to know first
How many groups in your book have 10 or more W-2 employees, and whether you're appointed for group health today. That's usually enough to tell within one call whether this is worth either of our time.
Let's talk
Tell us about your book
No contract to review, no appointment paperwork to start. One conversation to see whether the groups you already serve would qualify.
If you'd rather just talk it through, call or text (832) 620-9636 — that's a direct line to Felipe Casares, not an office queue.
Felipe Casares · NPN 20658935 · Licensed in all 50 states · English & Spanish