Offer Clients a Trusted HR Solution
Refer your clients to isolved, a single HCM solution that gives your clients everything they need to grow their businesses and improve the employee journey.
Build Stronger Client Relationships by Partnering with isolved
Refer your clients to isolved and connect them with a trusted HCM partner that simplifies compliance, streamlines HR and payroll, and improves employee experience. It's a simple way to deliver more value and strengthen your role as a trusted advisor. See how accountants, brokers and other advisors partner with isolved to do just that.
Accountants
Help your clients simplify compliance 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.
Make an Impact for Your Clients and Your Company
isolved Preferred Partnerships are tailored for brokers, human resource consultants, financial advisors, accounting professionals and other consultants. Get rewarded for the referrals you bring to isolved and have always up-to-date tools to make it happen.
We're among the top-two HCM vendors most-frequently referred by brokers, advisors and consultants and the most-referred third-party administrator (TPA) according to a 2024 survey of over 1,000 service advisors.
Resources to Help Inform Your Clients
Access a resource portal designed to provide collateral, tools, guides and regular product updates or explore isolved University for comprehensive training.
Support for Any Questions or Concerns
Get the support you need, when you need it. Leverage isolved marketing materials and your new support team while ensuring top-rated CX for your clients too.
Reports that Guide Your Client Advice
Get detailed reports including reconciliation, census and monthly audits to give you the insights you need to make the right decisions for your clients.
Provide Experience That Matters for Your Clients
Enable success by connecting clients with a strategic HCM platform designed to fit business needs and scale with company growth. 91% of brokers would refer isolved to their clients.1
1 Advisory Services Research: The State of Benefits, Financial and HR Consulting (2024–2025)
91% of Brokers
would refer isolved to their clients
Preferred Partner Resources
Get the latest HR trends, access to webinars, news and updates.
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.
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Offering Clients a Robust and Affordable COBRA Solution to Ease Stress
When COBRA was introduced in 1986, isolved entered the market to help businesses navigate the nuances of the law. Today, isolved is still one of the largest providers of COBRA nationwide.
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Champions of Change: How HR Decision-Makers Are Delivering Employee Experiences that Matter
The most successful human resources (HR) departments are able to strike a balance between people, policies, programs and progress to navigate business needs alongside workforce wants.
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Full-Service Accounting Firm Uses isolved for Clients' Accounting and Payroll Needs
Whether it's for a single service for a small business or acting as an end-to-end accounting department for a growing company, Christensen Essig uses isolved to reduce costs and complexity for their customers.
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