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CoAd Connect Partner Program

Profit-Sharing Programs for Brokers, Bankers, & Private Equity Groups

Why Partner With Us?

Dedicated Support Throughout the Process
Full Range of Payroll and HR Solutions
Revenue Sharing Opportunities
Co-Marketing Benefits and Exclusive Offers

The people you serve rely on you as a strategic partner—whether you're helping them select the right benefit plans, guiding financial decisions, or driving value creation. Let CoAdvantage extend your strategic reach by providing additional payroll and HR solutions in a way that strengthens the trust you’ve built.

With more than 25 years of experience serving businesses in all 50 states, we empower you to offer the people you serve a full range of payroll and HR solutions, while reinforcing your role as a trusted advisor. Partner with a team that shares your commitment to supporting the organizations you work with, delivering exceptional service, and driving sustainable growth. 

Choose Your Partnership Type

Why CoAdvantage?

Dedicated Support Throughout Every Stage
 
We know how important the organizations you serve are to you. At CoAdvantage, we treat them with the same care and commitment — because we understand that trust is the foundation of every strong relationship. Our team provides expert guidance and responsive service at every stage, helping the businesses you support succeed and grow.
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When asked if the onboarding process was "easy", 95% of customers agreed. (CoAd CSAT survey)
A Full Range of Payroll and HR Solutions
 
CoAdvantage meets the businesses you support wherever they are in their HR, payroll, and benefits journey. From standalone payroll to fully outsourced Human Resources, benefits, risk management and insurance solutions, we offer a range of solutions that support their needs.
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Revenue-Sharing Opportunities
 
Partner with a team dedicated to your success while unlocking revenue-sharing opportunities when you refer businesses to CoAdvantage. Together, we help you grow your business while delivering more value to the organizations you support.
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Partners who expand their referral networks can increase revenue from client relationships by up to 40%

"I use CoAdvantage for payroll and inputting new employees. Their customer service is fantastic, always responsive, especially my payroll point of contact who fixes issues promptly."

Ashley P., HR Coordinator,

Small Business

Brokers

 Your clients trust you to help them choose the right benefits solutions for their business and employees. At CoAdvantage, we help you deliver on that expectation with end-to-end solutions and flexible engagement options designed to complement their benefits strategy. Our 6+ year client retention rate for broker-referred clients reflects the value we deliver to you and your clients. When you partner with us, you can:

  • Deliver more value to your clients with end-to-end HR solutions and flexible engagement models, including PEO with customizable carve-outs, ASO, and payroll-only options
  • Strengthen client relationships with a trusted PEO partner backed by dedicated service teams, broker channel specialists, and streamlined onboarding
  • Enhance your benefits offering with flexible Benefits Administration technology that supports complex plans and changes, intuitive employee enrollment, and real-time reporting

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.

Banks

 As your client's businesses evolve, your clients are seeking your trusted guidance on their financial needs. Partnering with us can help you to:

  • Increase client retention by delivering greater value and a broader range of services

  • Expand your revenue opportunities through referring a full range of payroll and HR solutions
  • Depend on a trusted partner that serves your clients with the same exceptional care you do

More than 50% of SMBs prefer to access solutions like payroll from a single provider, presenting an opportunity for banks to offer these tools through partnerships.

Private Equity

 As your portfolio companies grow, their payroll, HR, and compliance needs become more complex. CoAdvantage helps private equity firms support portfolio companies with scalable payroll and HR solutions at every stage of growth. When you partner with CoAdvantage, you can:

  • Accelerate value creation across your portfolio by streamlining payroll, HR, benefits, and compliance so leadership teams can focus on performance and scalable growth
  • Reduce operational and compliance risk with expert HR guidance, regulatory support, and risk management resources
  • Strengthen talent strategies across portfolio companies by providing access to enterprise-level benefits, retirement plans, and HR infrastructure that support workforce stability and long-term valuation

72% of private equity executives say human capital is the most important lever for value creation post-acquisition, yet many portfolio companies lack the internal infrastructure to manage it effectively.

Access the Broker Partner Portal

Your hub for program details, referral tools, and news in one place. Sign in to the Broker Partner Portal to support clients faster and keep your pipeline moving.

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Request Information

To learn more about our Channel Partnership programs, fill out the form below. A CoAdvantage representative will be in touch!
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