BROKER & REFERRAL PROGRAM

Your client picked you. Send them to a PEO that won’t embarrass you.

Brokers and CPAs: keep the client relationship and send them to a PEO whose specialists answer the phone directly. We honor your agent-of-record status on the accounts you refer.

Submit a Referral See Reward Tiers
NAPEO Member SHRM Affiliate 19+ Years in Business U.S.-Based Team
BROKER ECONOMICS

What you earn when your client joins VSHR.

  • Brokers earn residual compensation based on the client’s total payroll, not just premium, under a written partner agreement.
  • Not a broker? Earn a one-time reward of $250 to $1,000 per referral, based on company size.
  • We honor your agent-of-record relationship on the accounts you refer.
  • Payroll, HR, benefits, workers’ comp and 401(k) through one partner, so your client has fewer vendors to manage.
1 day
To first contact
50
States served
0
Referral minimum
SUNZ Insurance
NAPEO
SHRM
ZayZoon
SwipeClock
Absorb LMS
E-Verify
HiringThing
quickbooks
NatPay
U.S. Bank Card
Transamerica 401(k)
TRANSPARENT REWARDS

See what a referral pays before you send it.

One-time referral rewards are set by the size of the company you send us. Brokers and agencies with an active book have a separate residual track.

Tier 1
5–25 employees
$250
one-time reward
Paid after 3 consecutive months of payroll. ACH, or an invoice credit if you’re already a client.
Tier 2
26–100 employees
$500
one-time reward
Same trigger: paid after 3 consecutive months of payroll.
Tier 3
100+ employees
$1,000
one-time reward
Same 3-month payroll trigger, whatever the company’s size.
Broker track
Any size
Residual
based on client payroll
For brokers and agencies with an active book. Rates and payment timing are set in a written partner agreement.

Broker residuals are confirmed in a written partner agreement before you submit your first deal. No minimum volume, no quota. Email hr@vertisourcehr.com to request the broker agreement.

PICK YOUR PATH

Two ways to earn with VSHR.

Refer once or partner as an active broker, whichever fits how you work.

Path A

One-off referrer

You know a business owner who’d benefit from VSHR. Send one introduction and get paid once, with no ongoing commitment.

  • Reward paid after 3 consecutive months of payroll. See tiers above.
  • Any industry. Any U.S. state.
  • No volume minimum. Refer one company or fifty.
  • We issue a 1099 when IRS reporting rules require one.
Path B

Broker / agency partnership

You sell HR, insurance, benefits, or accounting to small and midsize businesses. We handle the PEO side so you can keep advising your client.

  • Residual compensation based on client payroll, set in a written partner agreement.
  • We honor your agent-of-record relationship on the accounts you refer.
  • Join the demo with your client, or hand it off to us completely.
  • Updates from your VSHR contact as the deal moves forward.
HOW IT WORKS

Four steps. Less than two minutes of your time.

Same flow for one-time referrers and brokers. Timing depends on how fast your contact takes our call.

Submit the referral

Use the form below; it takes about 90 seconds. Tell us who, what state, and roughly how many employees. Submit it before your contact talks to our sales team.

We contact them

Your partner specialist reaches out within one business day and tells them you sent them.

Within 1 business day

They activate

Sales cycles typically run 30–90 days, depending on complexity. We run the sales process. Stay hands-off, or join the demo if you’re on the broker track.

You get paid

One-time rewards are paid after 3 consecutive months of payroll: ACH for non-clients, or an invoice credit for existing clients. Broker residuals follow your partner agreement.

WHY THEY STAY

What your client gets with VSHR.

Clients who stay keep your residuals coming.

A specialist who knows your client picks up

Your client talks to the same specialist team each time they call, and that team already knows their account.

Same Day Pay for hourly staff

Same Day Pay, powered by ZayZoon, is built into VSHR payroll at no cost to the employer. Hourly staff can draw on wages they’ve already earned between paydays. ZayZoon reports up to 29% lower turnover for employers that offer it.

In-house bookkeeping that stays in sync

Axiom Bookkeeping is our in-house bookkeeping team. They work from the same payroll records, so tax season isn’t a scramble.

SUBMIT A REFERRAL

Who should we talk to?

Takes under 2 minutes. Your partner specialist reaches out within one business day. You stay in the loop the whole way.

The more context you share, the better our first conversation with them goes.

Your referral data is never resold or passed to marketing-list resellers. We do not poach brokers’ books; AOR is honored. Submission confirms you’re authorized to share contact info.

VertiSource HR may contact you about your request. See our Privacy Policy.

Broker program FAQ

The questions most new partners ask before their first referral.

Who can refer? Do I need to be a broker?
No. Anyone can refer: existing VSHR clients, accountants, consultants, or anyone who knows a business owner who’d benefit. VSHR sales staff and the referred company’s own employees aren’t eligible. Brokers and agencies can also set up the residual track; one-time referrers earn the one-time reward.
How much is a referral reward?
One-time rewards are $250 for a company with 5–25 employees, $500 for 26–100, and $1,000 for 100 or more. Broker residuals are based on client payroll and set in a written partner agreement. Email hr@vertisourcehr.com to request it.
When and how do I get paid?
One-time rewards are paid after your referral completes 3 consecutive months of payroll with VSHR: by ACH, or as a credit on your invoice if you’re an existing VSHR client. Broker residuals are paid on the schedule in your partner agreement. We issue a 1099 when IRS reporting rules require one.
How will I know where my referral stands?
Your VSHR contact keeps you posted as the referral moves from first call to proposal to active client. For an update at any time, email hr@vertisourcehr.com or call 855-565-8747.
What is AOR protection?
AOR means agent of record: the broker who holds the relationship on an account. When you refer a client to VSHR, we honor your agent-of-record relationship. The specifics are written into your partner agreement.
What’s the difference between the broker track and a one-time referral?
A one-time referral earns a single reward. Anyone can make one, and the referral form is all you need. The broker track is an ongoing partner agreement for brokers and agencies with an active book, with residual compensation and your agent-of-record relationship honored.
Is there a limit on how many clients I can refer?
No. There are no caps, no quotas, and no minimum volume. Refer one company or fifty.
What if the company is already in your pipeline?
If you submit a referral before our sales team has an active conversation with that company, you’re the registered referrer, even if we’ve spoken with them in the past. If they’re already an open opportunity, we’ll tell you within one business day, and you can decide whether to proceed. Sometimes a warm introduction helps a stalled deal move.
What industries are the best fit to refer?
Any company with 5 or more employees. We’re strongest in construction and trades, healthcare and dental, hospitality and restaurants, manufacturing, professional services, and nonprofits. Multi-state employers, hourly-heavy workforces, and companies working through ACA rules or workers’ comp are especially good fits.
Who do I contact with program questions?
Email hr@vertisourcehr.com and we’ll reply within one business day. For anything urgent, call 855-565-8747 and ask for Partnerships.

Send us your first referral.

We’ll respond within one business day and keep you in the loop through the sales process.

Submit a Referral or email hr@vertisourcehr.com · call 855-565-8747