The Pre-Tax PlaybookThe employer's briefing on Section 125 benefits

Referral partners

Become a referral partner

Brokers, CPAs, consultants and PEOs: introduce employers who may benefit from the program, and stay involved as their trusted advisor.

Required federal notice. This is a fixed indemnity policy, not health insurance. You're still responsible for the cost of your care. Read the full notice

How it works

  1. Apply here. We review every application.
  2. Once approved, you get sign-in access to the partner portal to submit and track referrals.
  3. You stay involved with your clients' review, and you can bring us in to explain the program.

Partner terms are shared after approval.

Already approved? Partner login

Advising an employer right now? See Bring your trusted advisor.