The Competitive Edge That Grows Your Book
Other brokers bring a pitch. You bring Netchex – technology built for the clients you serve, support you can always count on, and a partner invested in growing your business – not competing with it.
A Partner That Truly Has Your Back
We built this program to amplify your value — not replace it. Here’s what you can count on every single day.
We Don’t Compete With You. Ever.
Netchex does not sell healthcare, dental, vision, or any other insurance product. We provide the HR and payroll infrastructure that makes your offerings more valuable — not a competing product line. Your book stays yours. Your commissions stay yours. Always.
One Point of Contact. Always Responsive.
No call centers. No ticket queues. You and your clients have a dedicated support contact who knows your accounts and delivers answers fast — because your reputation depends on it.
When Client Data Is Messy, Your Job Gets Harder
Benefits administration depends on payroll data being accurate, timely, and in the right format. When the payroll system your clients are running doesn’t connect properly to their benefits platform, the fallout becomes your problem — not just theirs.
- Manual re-entry between payroll and carrier portals creating enrollment errors and coverage gaps
- Benefits deductions that don’t match payroll records, generating compliance and reconciliation headaches
- Open enrollment that drags on for weeks because there’s no guided digital experience for employees
- ACA compliance gaps your clients don’t catch until you flag them — exposing everyone to penalty risk
- Clients calling you for benefits questions that shouldn’t need your time to answer
Benefits, Payroll, and Carriers — All Connected.
Employee data flows seamlessly from enrollment through payroll deductions and directly to carriers — no manual exports, no reconciliation gaps, no coverage surprises.
Benefits Enrollment
Mobile-first guided enrollment with side-by-side plan comparisons and AskHR support
Payroll Deductions
Elections sync directly into payroll — no manual re-entry, no deduction mismatches
Carrier EDI
Coverage changes, enrollments, and terminations sent automatically to carriers
Renewals & Reporting
Clean data and comprehensive reporting ready for renewals, audits, and ACA filings
What Better Benefits Infrastructure
Means for Your Clients
Faster open enrollment completion
Guided mobile enrollment gets employees enrolled without flooding HR – or you – with questions
Compliance risk eliminated
Automated ACA tracking, 1094-C/1095-C filing, and COBRA management removes the biggest penalty exposure
Improvement in payroll accuracy
Eliminates the deduction errors and reconciliation issues that slow renewal conversations
HR admin time eliminated
When HR teams stop chasing manual corrections, they can actually support open enrollment and employee education
High client satisfaction score
Netchex’s 98% CSAT means fewer unhappy client calls landing on your desk at renewal time
Universal Platform
Benefits, payroll, HR, and compliance in one system — no middleware, no duplicate data, no finger-pointing between vendors
Built to Make You More Competitive, Not Just More Connected
From marketplace visibility to white-glove support, we built this program around one goal: making you more successful.
Exclusive Client Pricing
Clients you refer receive exclusive preferred pricing not available anywhere else — a real, tangible value-add that helps you close and retain business.
AskHR — Free for Every Client
Every client you refer gets AskHR at no additional cost. Employees get instant, accurate answers to retirement and benefits questions 24/7 — dramatically reducing inbound calls to your team and theirs.
Dedicated Partner Manager
You’ll have a dedicated Partner Manager who knows your clients, understands your goals, and is always just a call away — not a support queue.
Plan Reporting & Data Access
From shopping the market to confirming enrollments, get the accurate data you need to manage renewals, avoid coverage gaps, and stay compliant.
Partner Directory Visibility
Get listed on the Netchex Partner Directory — putting your firm in front of active buyers and helping you generate new leads beyond your existing book.
Benefits Your Way. Always.
Your BenAdmin tool. Your call. Netchex works with Employee Navigator, our own benefits platform, or another provider you already trust. No switching required.
Co-Marketing
Show Up to Every Client Meeting With a Stronger Story
Netchex partner assets are built to help you educate clients, close referrals, and demonstrate value — with your brand alongside ours.
✅ Co-branded one-pagers and brochures (print-ready and digital)
✅ Open enrollment email templates and employee communication kits
✅ Benefits education event support and presentation decks
✅ Talking points and objection-handling guides for benefits conversations
✅ Social media graphics for open enrollment and benefits awareness
✅ Full partner asset library via the Netchex Highspot portal
What Our Partners Are Saying
We were losing deals to larger payroll companies who could promise seamless 401(k) integration. Since partnering with Netchex, that conversation has completely flipped. We now lead with the integration and we’ve closed three new plans in the past quarter because of it.
The thing that sold us was simple: Netchex doesn’t sell retirement plans. That’s our business. They handle the payroll and they handle it well. The data accuracy alone has cut our reconciliation time in half, and our clients have noticed.
Crowd 4.5 / 5 star
Google 5 / 5 star
Capterra 4.5 / 5 star
Software Advice 4.5 / 5 star
GetApp 4.5 / 5 star
Trust Radius 4 / 5 star
Joining Takes Minutes. The Partnership Lasts Years.
Ready to Partner with Netchex?
Retirement Broker Partnership FAQs
We provide the HR and payroll infrastructure that makes your offerings more valuable — not a competing product line. Your book stays yours. Your commissions stay yours. We do not sell insurance services like other vendors.