Partners

Refer a business. Get rewarded.

Grow your business while earning incentives by referring companies that need Spirit HR — or become a channel partner and offer your clients more.

Refer & get rewarded

Referral reward tiers

$500

10–25 employees

$1,000

26–75 employees

$1,750

76–150 employees

$2,750

151–300 employees

$3,750

301–500 employees

$5,000

500+ employees

The broker-friendly PEO

We strengthen the broker relationship — we don't replace it

Recommending a PEO shouldn't put your client relationship — or your commissions — at risk. Spirit HR was built differently. In most cases your clients stay on open-market health plans, you can remain the broker of record, and you offload the day-to-day HR and servicing work that quietly eats your margin.

Custom-built programs for:

✓ CPAs & accounting professionals

✓ Investment advisors

✓ Business consultants

✓ Insurance brokers

Why brokers hesitate

The concern is legitimate. We built around it.

In traditional PEO models, the broker can get pushed out. Spirit HR was designed to do the opposite.

In traditional PEO models
✕The broker relationship often disappears
✕Medical plans are moved to a master policy
✕Commissions are lost
✕Renewals become centralized
✕The PEO becomes the client's primary advisor
The Spirit HR difference
✓Open-market health plans.Most clients stay on individually underwritten, open-market plans — no forced master policy.
✓You stay involved.In many cases you remain the broker of record and keep managing the benefits relationship.
✓Recurring revenue.Referral partners may participate in recurring revenue tied to referred PEO business.
✓Shared employment risk.Through co-employment, Spirit HR takes on meaningful employment responsibility alongside the client.
✓EPLI included.Employment Practices Liability Insurance at no additional cost to eligible clients.
✓Less admin for your agency.We absorb enrollment support, onboarding, payroll coordination, COBRA, and HR questions.
Same commission. Less admin.

Make your book more profitable

Enrollment questions, onboarding changes, payroll coordination, COBRA, HR issues — the servicing work behind an account quietly consumes agency resources. Spirit HR absorbs much of it, so the same commission takes less of your time.

Your clients gain

✓Payroll & tax administration
✓Dedicated HR support
✓Benefits administration
✓Risk management & workers' comp support
✓Onboarding tools & HR technology
✓Compliance resources & EPLI coverage
✓Hiring & retention support

Your agency gains

✓Spend less time servicing accounts
✓Improve internal efficiency
✓Increase profitability per client
✓Strengthen client retention
✓Add recurring revenue streams
✓Bring HR value without building an HR department
Simple. Collaborative. Broker-friendly.

What a broker referral looks like

We don't view brokers as competitors — we view them as strategic partners. Here's how a referral works.

1

Introductory conversation

Make a warm introduction between your client and Spirit HR.

2

Collaborative discovery

We work alongside you to understand operational needs, benefits strategy, pain points, and goals.

3

Customized solution review

We present a tailored recommendation designed to support both the client and the existing broker relationship whenever possible.

4

Ongoing partnership

We support implementation, onboarding, HR administration, payroll, compliance, and ongoing service.

Let's grow — together.

Refer or partner

Refer a client — or become a partner

Whether you want to send a referral or explore a broker partnership, let's talk. We'll work alongside you and keep you posted every step of the way.

(405) 951-5300
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