Win the renewal with a modern benefits story.
Phase 3 Benefits gives you a modern HSA, FSA, commuter, and LSA your clients will choose — one platform across the whole book, a partner program that pays you on it, co-marketing dollars, and an implementation in weeks so your team isn't fielding tickets in February.
Win the renewal with the whole benefits story.
Your tech-forward clients are asking for a modern HSA — and they want FSA, commuter, and LSA on the same card. Bring them all four. Phase 3 Benefits gives you a full pre-tax suite clients will choose, a partner program that pays you on the book, co-marketing dollars, and an implementation in weeks so your team isn't fielding tickets in February.
- One card, every account. HSA, FSA, commuter, and LSA — with AI support and investing from $0.
- Premium economics. Founding Brokers earn a premium revenue share across the whole book.
- Service that doesn't bite back. A go-live in weeks means a quiet February.
Built around the producer,
not the carrier.
Founding Broker
Year 1 cohort. Premium revenue share, co-investment, and named case-study status.
Certified Broker
Year 2 cohort. Standard revenue share with co-marketing support.
Authorized Broker
Year 3+. Revenue share with self-serve enablement and bonus pools.
A book that compounds.
See it in 30 minutes.
A real demo of the admin portal, the member app, and the integration story — built around your stack.