Brokers · CPAs · Attorneys · Fractional CFOs · Consultants
Be the advisor who found the money.
Imagine opening your next client call with: “I found something that puts real money back into your business starting with your next payroll, and your entire team gets better healthcare in the process.” That call changes the relationship.
01 · Your desk
Pick your seat at the table.
Each desk is a full page written for one chair: the statutes for the CPA, the renewal story for the broker, the launch plan for HR. Open yours, or keep reading for the program every advisor shares.
- Specialty desk 01CPAs and tax professionalsThe statutory framework, the §1.105-2 test, and the due diligence checklist, written for your review.Open the desk
- Specialty desk 02Insurance brokersAdditive, not competitive: keep the broker of record, improve the renewal story, add a recurring line to your book.Open the desk
- Specialty desk 03HR leadersYour team typically spends under 5 hours on it, the paperwork arrives finished, and your people feel it on their next paycheck.Open the desk
02 · The offer
What advisors receive.
The question
What do advisors earn with SIMERP?
Recurring referral revenue for as long as the client stays enrolled, not a one-time commission. The win lands fast, because the program generates real cash flow starting with the client’s next payroll cycle. And loyalty compounds: clients associate the savings with the advisor who found them.
- 01
Recurring revenue
Referral revenue is paid for as long as the business stays enrolled. Not a one-time commission: a durable income line attached to a client who is saving money because of you.
- 02
An immediate client win
The program generates real cash flow starting with the very next payroll cycle. Few things an advisor can bring to the table land that fast or that visibly.
- 03
Deeper loyalty
Clients associate the win with the person who brought it. The broker or CPA who found six figures of annual savings does not get shopped at renewal time.
03 · The handoff
You make the introduction. We do the rest.
You do not need to become an expert in SIMERP. Make the warm introduction, and our team handles the discovery call, the compliance documentation, the payroll integration, and the employee onboarding. You stay the trusted advisor; we stay the specialists.
300+ trusted advisors nationwide already work this way with us.
The question
How much work is it for the advisor?
One warm introduction. Our team handles the discovery call, the compliance documentation, the payroll integration, and the employee onboarding, while you stay the trusted advisor. Send a client to the Savings Assessment, or reach out first and we will walk you through the advisor program before you introduce anyone.
Ready now? Send a client straight to the assessment and the numbers do the selling.
Your clients are overpaying the IRS right now.
One warm introduction changes that. The assessment costs nothing, the numbers are theirs, and the win is yours.