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Referral Partner Program

Offer Clients a Trusted HR Solution

Your clients trust you for expert advice, often beyond your core services. As a Preferred Partner, you can connect them to a unified, yet modular human capital management (HCM) platform for HR, payroll, benefits and talent management.

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Build Stronger Client Relationships by Partnering with isolved

Refer your clients to isolved to simplify compliance, streamline HR and payroll, and improve the employee experience. See how accountants, brokers and other advisors are partnering with us to deliver more value and build client loyalty.

Accountants

Help your clients stay compliant and save time with a trusted HCM partner. With isolved, you expand your advisory role by offering payroll, HR and tax support that's efficient, accurate and easy to manage.

Brokers

Differentiate your agency by offering more than benefits. With isolved, you connect clients to a full HCM platform that simplifies compliance, improves experience and reduces costs, especially during renewal season.

Financial Advisors

Expand your financial guidance with workforce solutions. Help clients streamline payroll, support financial wellness and stay compliant—all while strengthening your role as a strategic advisor.

Franchises

Support every franchise location with scalable, people-first tools. Offer services that streamline HR and payroll, maintain compliance and deliver better experiences.

Member Organizations

Increase the value of your membership by partnering with isolved. Give members access to solutions that help them work better, support their people and stay competitive.

Banking Professionals

Go beyond financial advice. Refer clients to isolved to support their broader operational goals with proven solutions that drive compliance, efficiency and workforce growth.

Referral Program

Support Your Clients. Grow Your Business.

Get rewarded for every successful referral while giving your clients access to a trusted solution that delivers from day one. You'll also have dedicated support, educational resources and sales tools to help you confidently introduce isolved’s solutions to your clients.

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Tools and Support for Partners

Provide Experience That Matters for Your Clients

We're ranked among the top two HCM vendors most frequently referred by brokers, advisors and consultants, and the most referred third-party administrator.

1 Advisory Services Research: The State of Benefits, Financial and HR Consulting (2024–2025)

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Preferred Partner Resources

Whitepaper

Advisory Services Research: The State of Benefits, Financial and HR Consulting

A survey of 1,000 HR decision-makers found 59% work with an HR advisor, 56% work with a benefits broker and 45% work with a financial advisor.

See the Data
Customer Story

How a Small Government Office Saved 3-5 Hours a Week by Centralizing Leave

To manage growing leave demands, the Wayne Township Trustee Office partnered with isolved to save time, stay compliant and support employees.

Read the Case Study
Partner Story

Full-Service Accounting Firm Uses isolved for Clients' Accounting and Payroll Needs

Learn more about Christensen Essig, a full-service accounting firm, that provides an all-in-one payroll and accounting system to help companies of any size grow.

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isolved Preferred Partner Program FAQs

Get quick answers to common questions about the isolved Preferred Partner Program. Learn how the program works, the benefits for HR professionals and the tools available to help you refer and grow your business.

A referral partner program is a structured partnership where HR service providers, consultants, or related businesses refer potential customers who need HR, payroll or workforce management solutions. The referring partner identifies qualified leads—such as companies seeking improved HR technology—and connects them to the provider through referral links, phone calls or other tracked methods. The provider manages the sales cycle, onboarding process and ongoing customer retention, while the referring partner receives a referral fee or agreed payout for each successful referral.

These programs often include resources like a partner portal, templates for outreach and dedicated landing pages to help optimize conversion rates and track results in real-time. By introducing quality leads that align with the provider’s ideal customer profile, HR referral partner programs allow participants to expand their customer base and create a new revenue stream without adding the cost or complexity of delivering the service themselves.

Give Clients a Competitive Advantage

Become a Partner
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