Apply to Become a Referral Partner
Join our partner program and earn a commission for each employee enrolled through your referrals, at the rate set in your partner agreement. Complete the application below to get started.
Become a Referral Partner
Complete the form below. It opens a pre-filled email to info@groupadvisors.com for you to send.
Why Become a Partner?
- Recurring CommissionsA commission per enrolled employee, at the rate in your agreement, while your client stays enrolled
- Simple ReferralsJust make an introduction - we handle the rest
- Portal & Referral LinkTrack your pipeline and commissions, and share your own referral link
- Sales SupportBook the appointment and a Group Advisors rep can present with you
Partner Requirements
We're looking for partners who work with businesses and can introduce our wellness program to their clients or network.
Ideal partners include:
- Insurance Brokers
- CPAs & Accounting Professionals
- Business Consultants
- HR Service Providers
- Payroll Companies
- Financial Advisors
Questions?
Contact our partner team directly:
info@groupadvisors.com
(407) 391-1355
We reply within one business day.
Quick Start Process
Here is what joining actually involves:
Why Partner with Group Advisors?
You make the introduction. We handle the heavy lifting: the sales process, the onboarding, and the client support.
Bring Clients Something Useful
A Section 125 Cafeteria Plan wellness program designed so there is no out-of-pocket cost to the employer or the employee.
Diversify Your Service Portfolio
Add the program to what you already offer. No delivery work and no build cost falls to you.
Ongoing Commissions
Earn a commission per enrolled employee, at the rate in your partner agreement, while your client stays enrolled.
Hands-Off Implementation
Make the introduction and we take it from there. Implementation typically takes 30 to 45 days and is guided step by step.
Referral Pipeline Tracking
Use the affiliate portal to see where each referral stands, work your follow-ups, and read your commission reports.
Build a Team
Add sub-affiliates and set their payout amounts yourself. Payouts to your team come out of your own commission.
Tools, Training & Sales Support
What you actually get when you join: the affiliate portal, a referral link, optional training, and a Group Advisors rep who can run the client meeting with you.
Your Portal, Link & Training
When you join you get an affiliate portal and a shareable referral link. A short training module is available if you want it. Your commission rate, as agreed, is shown in the portal read-only.
What You Get
Affiliate Portal
Your pipeline, follow-ups, commission reports, and agreed rate
Shareable Referral Link
Clients who sign up through your link are attributed to you
Training Modules
A short optional training, about 20 minutes
Sub-Affiliate Tools
Build a team and set their payout amounts yourself
Sales Support on Your Referrals
You do not have to present the program yourself. Book the appointment from your portal and a Group Advisors sales rep can run the meeting with you. We take the client from that meeting through onboarding and go-live.