The HRIS Partner Brief.

The pitch

HRIS and payroll platforms have a quiet NPS problem. The HSA and FSA partner most platforms inherited a decade ago is now the single biggest source of escalations from employee-facing customer success teams. Phase 3 Benefits is built to fix that — and to share the upside with you.

Economics

Phase 3 Benefits partner economics are tiered around volume, integration depth, and exclusivity:

• Founding Partner (Year 1 cohort): premium revenue share on admin fees and interchange, co-investment in integration, joint case-study commitment.
• Certified Partner (Year 2): standard revenue share, dedicated channel lead, co-marketing.
• Authorized Partner (Year 3+): revenue share, self-serve enablement.

Integration

The technical scope is bounded and well-documented:

• SSO (OIDC or SAML) for admin and member surfaces.
• SCIM for member provisioning.
• Real-time eligibility endpoint or webhook ingestion.
• Contribution and reimbursement events via webhook.
• Optional co-branded UX layer on the member app.

Reference integrations are available on request. Most production integrations ship in 4–8 weeks.

Co-marketing

Founding Partners get a dedicated co-marketing fund, a named case study within 90 days of launch, and a quarterly business review.

Next steps

If you'd like to evaluate the Phase 3 Benefits partnership, the next steps are: (1) intro call with our VP Partnerships (30 minutes); (2) technical scoping with your engineering lead (60 minutes); (3) economics term sheet (returned within 5 business days). Email [email protected].