Version 1.0. These terms apply to partners who introduce employers to this program.
Terms 1.0
Version 1.0. These terms apply to partners who introduce employers to this program.
1. Who may join. CPAs, bankers, and anyone with an employer relationship may apply. An application is reviewed before a partner link is issued. Partners who say they are licensed insurance producers are flagged for a case-by-case decision.
2. What a partner does. A partner makes an introduction. A partner does not discuss coverage, pricing, or tax results, and does not describe the program as something it has not stated.
3. Qualified introduction. An introduction is qualified when a meeting with the employer was actually held, of any length, and the employer provided its employee census. There is no minimum headcount. The census file is not stored in this portal. The record keeps the date received and where the file is kept.
4. Introduction reward. A qualified introduction pays a flat $100. It is paid whether or not the employer buys. It is not taken back if a later conversation ends. One payment per employer. The first qualified introduction is the one that counts.
5. Hold and payout. The $100 reward waits 15 days, then joins the monthly payout. Payouts in this phase are recorded by hand (ACH or check).
6. Revenue share. If an employer later enrolls, a partner may also receive 50% of this program's commission on that account for 24 months, counted from the first billing month. This program's commission is 15% of commissionable revenue. The partner share is therefore 7.5% of commissionable revenue. It is paid monthly, in arrears, only 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. If a later statement reduces revenue already shared, the difference is netted against future payments and is not billed back.
7. Attribution. A partner link attributes an introduction for 120 days. An introduction submitted in the portal is attributed to the partner who sent it.
8. No stacking. A second partner cannot earn the introduction reward for an employer that already has a qualified introduction.
9. Privacy. Partner and employer details are used to evaluate the introduction and run the program. Partners see only their own introductions.
10. Denials. An introduction can be declined when consent is missing, the employer is already in conversation, or the details cannot be confirmed. The partner sees the note that is marked public.
11. Tax forms. A W-9 is collected before the first payout. The full taxpayer identification number is not stored in this portal. Annual payment totals, including both reward types, are exported for 1099 reporting. Confirm the form type and threshold with a CPA.
12. Changes. Later terms apply when a partner accepts the new version. The accepted version is stored on the partner record.
CPAs, bankers, and anyone who knows an employer and is willing to make an introduction.
A meeting was held, of any length, and the employer census was received. Both are required. The census file stays outside this portal.
No. The $100 introduction reward is paid whether or not the employer buys.
Once. The first qualified introduction is the one that counts.
After a 15-day hold, in the monthly payout.
50% of this program's commission for 24 months from the first billing month, paid monthly in arrears after this program is paid. This program's commission is 15% of commissionable revenue. Any dollar figure is an estimate. It varies with eligible payroll and depends on the employer staying active and billing.
The difference is netted against future payments. It is not billed back.
Do not discuss coverage, pricing, or tax results. Do not tell an employer the program is approved by a tax authority, that results are assured, or that the benefit has no cost.