CoAd Partnership Program

The Trusted Partner for Brokers

Your clients trust you to help them choose the right benefits solutions for their business and employees. At CoAd, we help you deliver on that expectation with end-to-end solutions and flexible engagement options designed to complement their benefits strategy. Our high client retention rate for broker-referred clients reflects the value we deliver to you and your clients.

Become a partner

77%

Of employers now expect to rely more on their broker to provide guidance for payroll, HR, and benefits administration solutions, not just insurance recommendations

The CoAd Advantage

Why partner with CoAd?

Trusted partner relationship management

Full range of payroll and HR solutions

High commission payments on admin fees

Dedicated broker channel support

Greater visibility to your clients, enabled with technology

Features

More Solutions. More Growth. One Relationship.

 Flexible Workforce Solutions for Every Client

Deliver more value to your clients with end-to-end HR solutions and flexible engagement models, including PEO with customizable carve-outs, and payroll-only options.

A Trusted Partner Behind Your Clients

Strengthen client relationships with a trusted PEO partner backed by dedicated service teams, broker channel specialists, and streamlined onboarding. CoAd enables brokers with visibility to their clients and is backed by dedicated professionals who know your clients' business and are committed to serving as a true, trusted partner.

Benefits Administration Made Simple

Enhance your benefits offering with flexible Benefits Administration technology that supports complex plans and changes, intuitive employee enrollment, and real-time reporting. Our technology supports client-sponsored and master plan arrangements, with the flexibility to carve out benefits — delivering the right structure for every client's workforce needs and business goals.

Ready to deliver more value?

Become a CoAd partner.

Fill out the form and we will reach out to discuss how a CoAd partnership can expand your offerings, support your portfolio, and create new revenue opportunities for your organization.