The Broker Founding Program.
Tier economics, qualifications, and case-study commitment for benefits brokers joining the Phase 3 Benefits partner program.
Why now
Your tech-forward clients are asking for a modern HSA. Bring them one. The brokers winning renewals in 2026 are the ones leading with implementation speed, mobile UX, and investing from $0 — not with carrier discount math.
Program tiers
Founding Broker — Year 1 cohort, capped at 5–10 firms. Premium revenue share. Co-investment dollars on the first three clients. Named case study commitment.
Certified Broker — Year 2 cohort. Standard revenue share. Co-marketing toolkit. Dedicated channel lead.
Authorized Broker — Year 3+. Revenue share. Self-serve enablement. Bonus pool for top performers.
What we ask in return
Founding Brokers commit to a minimum book of 3–5 clients in the first 9 months and let us use their firm as a launch case study. We invest co-marketing dollars and white-glove implementation on every Founding Broker client.
Sales tools
- Buyer-Guide co-branded for your firm.
- Demo-day support — our team joins your client meetings.
- OE playbook for Q4 client roll-outs.
Apply
Email [email protected] or apply through our partner inquiry form. Application review and channel-team intro within 3 business days.
Ready to see it live?
A real demo of the admin portal, the member app, and the integration story — built around your stack.