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Broker Referral Program

Help Clients Do More with a Trusted HCM Partner

Differentiate your brokerage by offering more than benefits. Give your clients access to a people-first human capital management (HCM) platform that simplifies compliance, improves employee experience (EX) and reduces costs.

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Why Brokers Partner with isolved

Stand Out in a Crowded Market

Broker partners can deepen their client relationships by offering more than benefits consulting. Offer a people-first HCM solution that scales with your clients’ evolving needs and enhances EX.

A Partner You Can Rely On

With nearly 40 years of experience and 189,000+ employers served, isolved is one of the most trusted HCMs. We’re ranked among the top two HCM vendors most referred by brokers, advisors and consultants.

Technology That Grows With You

Our modular, yet unified HCM platform, isolved People Cloud™, delivered a 330% ROI and pays for itself in under six months. It’s easy to implement, backed by real people and built to grow with your clients.

A Referral Brokers Stand Behind

When clients turn to you for guidance, the technology you recommend matters. isolved helps you refer a solution that reinforces your credibility and continues to support clients long after the introduction.

Trusted by Business Leaders Nationwide

Recommending isolved means giving your clients access to one of the most trusted HCM platforms in the industry. We’re ranked #1 in User Experience and Vendor Satisfaction for payroll, benefits, onboarding and time management for mid-market businesses in Sapient Insights Group’s 27th Annual HR Systems Survey.

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Solutions That Strengthen Your Strategic Value

Your clients rely on you to navigate challenges like compliance, risk management, cost control and retention. isolved can help you position your business as a holistic advisor rather than just an insurance provider, offering scalable solutions that address these issues and stand out in a competitive market.

Partner Support You Can Count On

As a referral partner, you’ll get access to PartnerHub, a dedicated sales and marketing portal, along with a unique referral link, co-branded tools and templates, and incentives like gift cards and other rewards to recognize your referrals.

Become a Partner

Customer Spotlight

How NFP Grew Their Business and Improved Client Experience

Since 2013, NFP, a group benefits brokerage, has partnered with isolved to deliver payroll and benefit services—including COBRA, FSA, HSA and POP plans—to help solve their clients’ workforce challenges. See how this partnership improved client service and built stronger relationships.

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Resources for Brokers

eBook

How Brokers Are Evolving to Meet Changing Client Expectations

See how benefit brokers are responding to client demand by adding services like FMLA, regulatory compliance and HCM support.

Download the eBook
Infographic

Trends Shaping HR, Benefits and Payroll for Brokers

Explore insights from brokers on client needs, challenges, and how they’re expanding into HR support and technology to stay ahead.

View the Infographic
Whitepaper

Insights from 1,000+ Advisory Firms on Expanding with HCM

Get insights on the state of benefits, financial and HR advisory, as well as top challenges and opportunities for the future.

Get the Report

Broker Partner Program

Become an isolved Broker Partner

Join the brokers using isolved to grow their client base, attract potential clients and benefit from a competitive referral fee for every new referral.

Become a Partner
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