⏱ Limited-time bonus: extra $30 per employee on referrals that close by October 31. See the details →
🤝 Broker Partner Program

Your clients deserve better.
So does your commission.

Partner with Helpside and earn one of the highest PEPM structures in the industry, while giving your clients access to enterprise-grade benefits, trusted HR support, and anytime enrollment.

Top Tier
PEPM in the industry
1,000+
Active clients served
35+
Years in business

Anytime Enrollment — No Jan 1st Wait

Named Broker Relationship Manager

Self-Funded & Level-Funded Options

4.6 ★ Google · 236 Reviews

NAPEO Member

Broker Compensation
One of the Highest PEPM in the Industry
Two ways to earn, paid recurring for the life of the account.

Request Your PEPM Quote →

$50
per enrolled employee, per month on the Master PEO Plan*
OR
15%
of the Helpside administration fee if the group does not choose the Master PEO Plan*
*Compensation is based on health plan participation, or on the Helpside administration fee when a group chooses another health plan. Subject to your broker agreement.
⏱ Limited-Time Incentive
The $30 Per Employee Bonus

Refer a client. Close before October 31. Get paid at their first payroll. Here’s what’s on the table right now, on top of your standard PEPM.

$30/employee referral bonus
$100 client gift card, present together
See the Full Incentive →

Ends October 31, 2026

Why Helpside

Built for brokers who play the long game

We designed our partner program to protect your revenue, deepen your client relationships, and make you the most valuable person in the room.

💰

One of the Highest PEPM Structures

Earn $50 per enrolled employee, per month, on our Master PEO Plan, or 15% of the Helpside admin fee otherwise. Recurring, predictable income for the life of the account.

$50 PEPM or 15% admin fee

🔓

Anytime Enrollment

Stop telling clients “wait until January.” With Helpside’s master policy, you can move a group any month — mid-year rescues, Q2 transitions, immediate relief from bad carriers.

Total calendar flexibility

🤝

Warm Handoffs, Not Cold Leads

Greg Williams, our dedicated Broker Relationship Manager, works personally with you through every referral. Your clients are always treated as your clients.

Named expert, direct access

🏥

Big-Company Benefits for Small Groups

Your clients access the same plan quality as 500-employee companies — typically 10–15% below open-market rates. Health, dental, vision, supplemental, and self-funded options.

Enterprise access for SMBs

⚙️

One Vendor, Zero Chaos

Payroll, HR, benefits, workers’ comp — all under one roof. Your clients stop juggling vendors. Fewer fires means happier clients who stay longer and refer more.

Integrated PEO model

📍

35+ Years of Regional Expertise

Over 35 years serving the Intermountain West. Real people who know local compliance, labor law, and the business community, not a ticket queue.

Local trust, real experts

A Game-Changer for Brokers

Stop waiting for January 1st

For most brokers, the traditional renewal cycle is a cage. You see a client struggling in March but can’t help until year-end. With Helpside’s master policy, that calendar is gone.

  • ✓
    Immediate Relief from Bad Carriers — Move a client in May. Don’t wait until December.
  • ✓
    Mid-Year Rescue Available — Administrative failure or service bottleneck? We can move them now.
  • ✓
    Escape Q4 Overload — Move clients in spring/summer and focus on relationships in Q4.
  • ✓
    Instant Access to Master Policy Benefits — Small groups upgrade to big-company plans at any point in the year.
Any Month. Any Time.
Helpside accepts new groups year-round
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Every month highlighted — because every month is enrollment month with Helpside.

The Process

How a referral works

Simple, transparent, and designed to make you look great in front of your clients.

1

You Refer

Submit a referral via the form below or contact Greg directly. Include what you know about the client’s situation.

2

Warm Handoff

Greg personally reaches out within 24 hours, representing you with the professionalism your clients expect.

3

You Stay Informed

Greg keeps you updated at every stage. Be as involved or hands-off as you prefer during the sales process.

4

You Get Paid

Recurring compensation: $50 per enrolled employee, per month, on the Master PEO Plan, or 15% of the admin fee otherwise.

Best-Fit Referrals

Who we’re built for

The best Helpside referrals share a few common traits. Send us these clients and we’ll deliver exceptional results — and exceptional commission.

🏢

10–99 Employee Companies

The ideal fit, and the sweet spot where Helpside adds maximum value. Our broader fit extends from 2 to 200 employees. Too big to DIY HR, not big enough for an internal team.

Trigger: Hiring their 10th–25th employee

🏥

Benefits-Active or Benefits-Ready

Clients offering group health — or wanting to — get access to plans unavailable on the open market alone.

Trigger: Unhappy with current carrier / next renewal

📍

Intermountain West Based

Utah, Arizona, Wyoming, and Idaho are our core markets. We also work with multi-state employers nationwide.

Trigger: Wants local expertise, not a call center

📈

Growth-Stage Companies

Construction, healthcare, nonprofits, and professional services scaling past “we figure it out ourselves.”

Trigger: Multi-state expansion / compliance uncertainty

What Clients Say

Hear it straight from a client

JARDINE, a Utah commercial construction company, has partnered with Helpside since 2018 for payroll and HR support.

“We focus on not only building buildings, but building relationships. I think that’s why, when we can partner with companies that do the same thing, it works so well, and I think Helpside is one of those.”

Ted Nielsen, Partner & CFO, JARDINE

Under 1 hour a week on payroll
Since 2018 partnered with Helpside

Read the full JARDINE story →

Ready-to-Use Resources

The Broker Toolkit

One-pagers built for two audiences: what you need to know, and what you can hand straight to a client.

For You

Why Helpside

The 60-second rundown: what Helpside is, the competitive scorecard, and your compensation.

→

Who Should I Refer?

Five clients already in your book, and how to spot them.

→

The 2026 Broker’s Cheat Sheet

Free download: the frameworks top brokers use to stop competing on price alone.

→
For Your Clients

Why Helpside

A plain-language intro for a client hearing about Helpside for the first time.

→

A Simple Switch: Payroll Support

Answers the “we can’t deal with switching payroll” objection, in plain terms.

→

Give Your Business an HR Team

For the client with no HR person, or one who’d welcome the backup.

→

Your Dedicated Contact

Greg Williams

Broker Relationship Manager, Helpside

Greg is your personal point of contact from day one. Whether you’re evaluating a new referral, exploring mid-year transitions, or navigating a complex client situation — Greg understands both the broker’s world and the employer’s needs. He’s the reason brokers stay with Helpside.

Send a Referral

Ready to grow your book?

Tell us about your client. The more detail you include, the better Greg can reach out with something meaningful on day one.

  • ✓
    Greg responds personally within 1 business day
  • ✓
    Your client relationship is protected — we never go around you
  • ✓
    Anytime enrollment — no need to wait for year-end
  • ✓
    $50 PEPM on our Master PEO Plan, or 15% of the admin fee
  • ✓
    No obligation — explore the fit before committing
Not ready to refer? Get this first:

Download the free 2026 Broker’s Cheat Sheet — the frameworks the best consultants use to grow their book and retain clients.

Get the Cheat Sheet →

Send a Referral to Helpside

Thank you for connecting a business with us. We promise to take good care of them — and you.

Compensation subject to change. Refer to your broker agreement for details. A reasonable expectation of involvement in the sales and renewal process is expected.

Partner with the PEO brokers trust.

Join the brokers across the Intermountain West who earn more, serve better, and stay with Helpside long-term.

Frequently Asked Questions

Who can participate in the Helpside Broker Program?

We are actively recruiting new broker partners. Contact Greg Williams (gwilliams@helpside.com) if you are interested in learning more.

What makes for a good referral?

The companies that see the most value in our services typically have between 10 and 200 employees, but we can work with companies of any size.

Helpside works primarily with companies headquartered in the Intermountain West (Utah, Arizona, Wyoming, Idaho, etc.), but we have clients with employees in nearly every state.

Helpside offers robust, affordable group health benefits packages specifically designed for small businesses. If a company offers or is interested in offering group benefits, Helpside can be a good solution.

Companies looking to grow are a good fit for Helpside. Our services create efficiencies that save time and money for small businesses, allowing them to focus on the growth and success of their company.

The best referrals for Helpside are to decision-makers in the organizations. These are typically people with decision-making authority over the areas we service such as payroll, human resources, employee benefits and risk management. This may be the Owner, CEO, CFO, Controller, HR Manager, Office Manager, etc.

A reasonable expectation of involvement in the sales and renewal process is expected for broker commission payment.

How will I be notified of the status of my referral?

Greg Williams, Helpside’s Broker Relationship Manager, will keep you informed of the status of your referral. You can be as involved or as hands-off as you prefer. If you have any questions you can always reach out to Greg at gwilliams@helpside.com.

How will I receive payment?

Payment will be made to Brokers (companies) associated with Helpside and they will distribute funds to the individual Broker Representatives. A reasonable expectation of involvement in the sales and renewal process is expected for broker commission payment.

What makes Helpside different from larger PEOs?

We’re regional, relationship-driven, and built for small business. Named HR partners, real people who pick up the phone, 35+ years of local expertise, and no ticket queues. That’s why clients stay — and why brokers refer.

Do I keep my client relationships?

100%. You remain the primary relationship owner. Greg Williams keeps you informed at every stage of the process. We never go around you — your client stays yours.

Can my clients keep their current health plans?

Yes. Clients can maintain open-market plans through Helpside’s co-employment structure, or transition to our master policy benefits. We offer flexibility — not a forced migration.

Can I enroll clients any time of year, not just at renewal?

Yes — this is one of Helpside’s biggest advantages. Our master policy allows groups to join any month of the year. No more waiting for January 1st. If a client is unhappy in May, we can start the process immediately.