Pre-Tax Playbook

Referral partners

Introduce an employer. We take the conversation from there.

You already know the owner. Share your link, or send the introduction after they agree to be contacted. The program team holds the meeting. You do not discuss coverage, pricing, or tax results.

1
Introduce

Share your link with a business owner who has agreed to connect.

2
We confirm

A meeting is held, and the employer census is received. The file stays outside this portal. We record the date and where it is kept.

3
Track it

The $100 introduction reward, its hold, and its payout show on your dashboard. You see only your own introductions.

Qualified introduction

$100.00

Per qualified introduction. A meeting was held, of any length, and the census was received. Paid whether or not the employer buys. One reward per employer. The first qualified introduction is the one that counts.

Estimate

Revenue share, after an employer enrolls

A separate revenue share may be paid if an employer later enrolls. It is 50% of this program's commission for 24 months from the first billing month. This program's commission is 15% of commissionable revenue, so the partner share is 7.5% of commissionable revenue. Payment is monthly, in arrears, after this program has been paid. Any dollar figure is an estimate. It varies with eligible payroll and depends on the employer staying active and billing. An overpayment is netted against a later payment and is not billed back.