BROKER & REFERRAL PROGRAM

Your client picked you. Send them to a PEO that won’t embarrass you.

Brokers and CPAs: keep the relationship, keep the commission, send your client to a PEO that picks up by name. AOR stays yours for the life of the account.

Submit a Referral See Reward Tiers
NAPEO Member SHRM Affiliate 19+ Years in Business U.S.-Based Team
BROKER ECONOMICS

What you earn when your client joins VSHR.

  • Residual commission based on total payroll. Not just premium. Higher base than insurance commission alone.
  • Commission never declines at renewal. Residuals compound as your book grows with the client.
  • No AOR transfers. Your relationship is protected for the life of the account.
  • Extra revenue on every benefits + workers' comp + 401(k) enrollment layered in.
24h
First contact SLA
Live
Referral tracking
$0
Volume minimum

Integration partners powering the platform

  • The VertiSource HR Cloud
  • Axiom Bookkeeping
  • Same Day Pay
  • Absorb LMS
  • NAPEO
  • SHRM

Insurance carriers your clients can choose from

  • Cigna
  • Anthem
  • Aetna
  • Humana
  • UnitedHealthcare
  • Principal
  • Guardian
  • MetLife
  • SunZ
  • IIG Insurance
TRANSPARENT REWARDS

Know exactly what you’ll earn. Before you refer.

Every other PEO hides their reward structure behind "call us." We don’t. Here’s the tier your reward lands in based on your referral’s payroll size. Brokers get residuals on top.

Tier 1
5–25 employees
$500
one-time reward
Paid after 3 consecutive payroll months. ACH or invoice credit if you’re already a client.
Tier 2
26–100 employees
$1,500
one-time reward
Same 3-payroll trigger. Brokers in this tier often move to the residual track on their next referral.
Tier 3
100+ employees
$3,000+
one-time reward
Larger accounts negotiate custom bounties. Reach out to the partner team before submitting.
Broker track
Any size
Residual
% of payroll, lifetime
For brokers with active books. AOR-protected. Paid monthly on total payroll processed.

Ranges illustrative. Final amounts confirmed in partner agreement before you submit your first deal. No minimum volume, no quota. Email partners@vertisourcehr.com for the broker agreement.

PICK YOUR PATH

Two ways to earn with VSHR.

One-off referrer or active broker. Different economics, same respect.

Path A

One-off referrer

You know a business owner who’d benefit from VSHR. Send one intro, get paid once. No commitment, no ongoing work.

  • Bounty paid after 3 payroll months. See tiers above.
  • Any industry. Any U.S. state.
  • No volume minimum. Refer zero, one, or fifty. Same deal.
  • 1099-MISC issued for tax purposes on awards > $600.
Path B

Broker / agency partnership

You sell HR, insurance, benefits, or accounting into SMBs. We’re your PEO back-end. Residuals, AOR protection, and co-selling support.

  • Residual commission on payroll volume. Never declines at renewal.
  • AOR protection. Your relationship stays yours for the life of the account.
  • Co-selling: joint demos, shared decks, deal-desk support from your partner specialist.
  • Monthly payouts via ACH. Full deal pipeline visibility in your partner dashboard.
HOW IT WORKS

Four steps. Less than two minutes of your time.

Same flow for bounty referrers and brokers. Timing depends on how fast your contact takes our call.

Submit the referral

Form below, ~90 seconds. Tell us who, what state, and roughly how many employees. Must be submitted BEFORE your contact talks to our sales team.

We contact them

Your partner specialist reaches out within one business day. We mention you sent them. You stay visible in the relationship from minute one.

24-hour SLA

They activate

Sales cycles typically run 30–90 days depending on complexity. We handle the entire close. You can sit back or join demos if you’re on the broker track.

You get paid

Reward hits your account after 3 consecutive payroll months. ACH for non-clients, invoice credit option for existing clients. Brokers: residuals begin month 1.

WHY THEY STAY

Your client is going to be happy. That’s where your paycheck comes from.

Three things we ship that keep clients around, so your residuals keep landing.

A real person picks up

Your client doesn’t spend their week explaining who they are to whoever answered the 800 number. They get one team, by name, same team every call. For as long as they’re a client.

Workers get paid early, for free

ZayZoon is built into VSHR payroll. Nothing to set up, nothing the employer pays for. Hourly staff tap earned wages between paydays. Average turnover drops ~29%. Happy employees = a client who doesn’t leave.

The books just… work

Axiom Bookkeeping is our in-house team. Payroll data lands in their GL automatically, so tax season isn’t a scramble. No other PEO ships this, which is a big part of why clients stick around.

SUBMIT A REFERRAL

Who should we talk to?

Takes under 2 minutes. Your partner specialist reaches out within one business day. You stay in the loop the whole way.

The more context, the faster your specialist closes, and the sooner you get paid.

Your referral data is encrypted in transit and at rest, processed on a SOC 2 Type II attested HRIS platform, and never sold or resold. We never poach brokers’ books. AOR is honored on every account. Submission confirms you’re authorized to share contact info.

Broker program FAQ

The questions most new partners ask before their first referral.

Who can refer? Do I need to be a broker?
Anyone can refer. Existing VSHR clients, accountants, consultants, or just someone who knows a business owner who’d benefit. The only people ineligible are VSHR sales staff and the referral’s own employees. Brokers and agencies get the extended residual track; one-off referrers get the bounty.
What’s my reward worth, exactly?
One-off bounty: $500 (5–25 employees), $1,500 (26–100), $3,000+ for larger accounts negotiated pre-submission. Broker track: residual commission on total payroll processed, paid monthly, never declines at renewal. Exact residual % is in the partner agreement. Email partners@vertisourcehr.com to see it.
When and how do I get paid?
Bounty: after your referral completes 3 consecutive months of payroll with VSHR. Paid via ACH for non-clients, or credited to your invoice if you’re an existing VSHR client. Broker residuals: monthly, starting month 1, via ACH. We issue 1099-MISC for bounty awards over $600 annually.
How do I track referral status?
Every referral gets a unique tracking link emailed to you after submission. Log in to see where your referral is in the sales cycle (contacted / proposal / active / paid). Brokers get the full pipeline dashboard with revenue projections. No more “call us to check” guessing games.
What is AOR protection and why should I care?
“Agent of Record” designation. Who controls the broker relationship on an account. Some PEOs let a client switch their AOR to another broker and redirect commissions. We don’t. Once you’re the AOR, you stay the AOR for the life of the account, even if the client fires you from their other coverage. Your VSHR residuals can’t be taken from you.
What’s the difference between the broker track and the one-off bounty?
Bounty: one-time payment for a single referral. Anyone can do it. No agreement needed beyond the referral form. Broker track: ongoing partner agreement with residual commissions, AOR protection, co-selling support (joint demos, decks, deal desk), and monthly payouts. For brokers/agencies with an active book, the broker track always pays more over 12+ months.
Is there a limit on how many clients I can refer?
No. No caps, no quotas, no minimum volume. Refer zero or refer fifty. Same deal. Brokers who refer 10+ in a year automatically qualify for an upgraded residual tier and quarterly business reviews with VSHR leadership.
What if the company is already in your pipeline?
If you submit a referral before our sales team has an active conversation with that company, you’re the registered referrer. Even if we’ve spoken to them historically. If they’re an open opportunity when you submit, we’ll tell you within 24 hours and you can decide whether to proceed (sometimes a warm intro accelerates a stalled deal). We never hide pipeline conflicts from you.
What industries are the best fits to refer?
Any industry with 5–500 employees, though we’re strongest in: construction & trades, healthcare & dental, hospitality & restaurants, manufacturing, professional services (law / accounting / consulting), and nonprofits. Multi-state employers, hourly-heavy workforces, and companies wrestling with ACA or workers’ comp are our sweet spots.
Who do I contact with program questions?
Email partners@vertisourcehr.com. Answered within one business day by the partnerships team. For urgent items call 855-565-8747 and ask for Partnerships.

Send us your first referral.

We’ll respond within one business day. You stay in the loop the entire sales cycle, and you get paid on schedule. Every time.

Submit a Referral or email partners@vertisourcehr.com · call 855-565-8747