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.
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.
91% of brokers would refer isolved to their clients
— Advisory Services Research: The State of Benefits, Financial and HR Consulting, 2024–25
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.
What We Offer
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.
Simplify Benefits Enrollment with Expert Support
Compliance remains one of the top challenges brokers hear from their clients and face themselves. With isolved Benefit Services, you can offer expert-backed support for ACA, COBRA, FMLA and more. That means fewer compliance gaps for clients and more confidence in the guidance you provide.
Streamline Enrollment and Boost Client Satisfaction
Enrollment season can feel like a fire drill. Clients juggle paperwork, chase deadlines and answer the same questions. isolved simplifies the process with a self-service experience that’s clear, digital and easy to manage. It’s a better experience for their teams and a simple way to deliver real-time value.
Deliver Payroll Accuracy Clients Can Count On
Employees rely on their paychecks, making it critical to process payroll quickly and without errors. isolved can help you and your clients automate payroll tasks, stay compliant and more. Add payroll to your toolkit and strengthen your role as their go-to advisor without taking on the processing burden.
Support Your Clients’ Financial Future
Financial well-being matters, especially in today’s workplace. Nearly half of brokers (43%) say retirement planning is a top priority for the clients they advise. isolved makes it easier to offer those benefits, with tools to streamline and support 401(k) plans, financial education and long-term savings.
Make Onboarding a Strong First Step
For new hires, the onboarding experience sets the tone for the entire employee experience. And for your clients, it can mean the difference between a productive employee and a fast exit. isolved’s onboarding tools help simplify the process, track tasks and keep everyone aligned.
Keep Talent Engaged and Growing
Clients want to retain their top talent, but development often falls to the bottom of the priority list. isolved’s learning management system (LMS) can help nurture employees' desires for higher education with tailored course content and career growth opportunities.
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.
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.
Resources for Brokers
Stay ahead of client needs, market trends and regulatory changes with content created to help brokers grow.
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
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
Insights from 1,000+ Advisory Firms on Expanding with HCM
Get insights from brokers on the state of benefits, financial and HR advisory, as well as top challenges and opportunities for the future.
Get the Report