You own the relationship
Your client stays your client. We support the conversation and never go around you.
Agents and consultants
Bring your employers a smarter benefits strategy.
You already have the employer relationship. We bring the program, the proposal, the compliance support, and the implementation. You stay the trusted advisor.
What you gain
Built for advisors who want to grow
Our team carries the heavy lifting so your time goes to the conversations that matter.
Corporate-backed delivery
Proposals, compliance documentation, payroll setup, and employee enrollment are handled by our corporate team.
Recurring monthly PEPM
Earn a per-employee, per-month (PEPM) payment on each employer you bring in, paid monthly for as long as the employee is active. Amounts are set in the partner agreement and are not guaranteed.
The conversation
Two questions open the door
Our approach is simple and consultative. Most employers already feel the premium pressure, so the opening is natural.
Question 1
What are you doing to offset your premium increase this year?
Question 2
Have you heard about CompensationShift?
If the employer is interested, you bring them to a 30 to 45 minute discovery call. We do the rest.
How partnering works
Three steps from introduction to launch
Introduce
Share the employer's name and contact. We confirm eligibility and keep you updated at every stage.
Discover together
Join the 30 to 45 minute discovery call. We walk the employer through the numbers for their company.
We implement
Once the employer decides to move forward, our team handles the proposal, payroll setup, and employee launch.
Partner compensation is described in the partner agreement and is not guaranteed. Where licensing applies, partners must hold the required licenses before presenting the program.
Who we are looking for
Trusted professionals with employer relationships
Licensed insurance agents
Benefits brokers
Payroll consultants
HR consultants
CPAs and tax professionals
Business advisors
Workers' compensation advisors
Apply
Become a CompensationShift partner
Tell us about your practice. A partner manager will reach out to confirm fit and walk you through the agreement.
Partnering does not change your existing client relationships or your health plan recommendations.