Partner Program

    Partner with BenefitPlus.

    Refer clients to BenefitPlus and earn ongoing revenue share. Zero integration burden, fast launches, and a differentiated Section 127 benefit your clients are already asking for.

    Why Brokers Partner

    A differentiated benefit your clients are already asking for.

    Recurring revenue share

    Partners earn a competitive revenue share on every account for the life of the relationship. Specific terms are confirmed in the partner agreement and scale with referred volume.

    Zero integration burden

    You make the introduction. BenefitPlus handles discovery, the IRC Section 127 plan document, payroll integration, loan-servicer connections, employee enrollment, and ongoing support.

    Fast client launches

    SMB clients go live within 24 hours of signed agreement. Enterprise clients within 48 hours. Your client gets a fast win, you get a faster path to commission.

    Co-branded enablement

    Co-branded one-pagers, employee announcement templates, ROI calculators, and webinar content you can run with your clients under your firm's banner.

    Maurice

    Maurice reduces your ongoing support burden.

    Maurice, our trained student loan and benefits master, answers compliance, tax, and platform questions from your clients' HR teams and their employees 24/7 via the widget on every page. That means fewer "quick questions" bounced to you and a stickier relationship with your clients because the program runs itself between renewals.

    Meet Maurice
    How Partnering Works

    Three steps from intro to revenue share.

    1. 1

      Refer or warm-intro your client

      Send us a contact, drop us into an email, or use the partner portal. We log the referral against your account immediately.

    2. 2

      We handle the heavy lifting

      Discovery call, program sizing, Section 127 plan document, payroll integration (Gusto, Rippling, ADP, Paychex, QuickBooks), and employee enrollment. SMB live in 24 hours, enterprise in 48.

    3. 3

      You earn ongoing revenue share

      Competitive revenue share on platform fees for the life of the account, paid on a clear monthly schedule. No clawback gimmicks.

    Why Your Clients Want It

    Three reasons employers say yes.

    Retention

    Employees who participate in employer student loan repayment programs report higher engagement and stay longer. Up to 78% turnover reduction in published research.

    Tax savings

    Up to $5,250 per employee per year is paid completely tax-free under Section 127. Roughly 53% more valuable to the employee than a same-sized raise.

    Recruiting edge

    Among workers under 40, SLR is consistently a top three most-requested benefit. Permanent under OBBBA 2025 with the $5,250 cap inflation-indexed beginning 2026.

    Partner Toolkit

    Everything you need to lead with BenefitPlus.

    Co-marketing assets, calculators, and compliance summaries ready to drop into your client meetings.

    • Co-branded program one-pagers
    • Section 127 explainer deck for client meetings
    • Employee announcement email and Slack templates
    • Employer ROI and tax savings calculator
    • Compliance summary for HR and finance review
    • Joint webinar and lunch-and-learn support
    Transparent Pricing

    Pricing your clients can pre-qualify against.

    SMB pricing is published: $7.50 per enrolled employee per month plus a $750 one-time setup fee. Enterprise pricing (51+ employees) is custom-scoped. Publishing SMB pricing shortens your sales cycle because your clients can qualify fit before a discovery call.

    See Pricing

    Frequently asked questions

    Apply to Partner

    Become a BenefitPlus partner.

    Tell us about your firm. Our partner team will reach out within one business day.

    Or email ir@benefitplus.net