Advisor Partner

Increase your Health & Wellness Spending Account revenue by 4x

Grow your revenue with higher spending accounts, executive benefits solutions, marketplace commissions, and more.

BeniPlus partner portal on desktop and mobile
BeniPlus partner portal dashboard

Some of our partners

Generate more sales with the support of our team and technology

More Engagement

Our platform offers employees a wide range of benefit categories to spend with their BeniPlus Wallets, including a curated marketplace to further support their health and wellness, contributing to higher engagement.

More Recurring Revenue

We not only provide Health Spending Account revenue, but also five additional revenue streams for your business. These include RRSPs, marketplace revenue sharing, insurance for executives, and more, all recurring with low maintenance.

Dedicated Support

Our team is dedicated to ensuring you're successful with us. We'll provide you and your team with hands-on sales training, high-converting marketing materials, and seamless client onboarding.

80 - 85%

utilization rate

4x

more revenue

Ongoing

sales, marketing, and client support

BeniPlus benefits platform dashboard
BeniPlus' Plan Design module showing your customization options

Easily add new clients

With a click of a button, you can add your clients to the platform, and we'll handle their onboarding to ensure they're ready to go. Creating their accounts takes less than 5 minutes. No paperwork needed.

Choose between five benefit categories
Annual or monthly budgeting
Simply add group insurance to your plan
Prorating and rollover options
  • Quick Setup
  • Bulk Upload via CSV
  • All digital. Paperless.
  • Secure

One plan. Multiple designs.

Give your clients the ultimate flexibility by tailoring benefits for every employee group, including executives, ensuring everyone gets exactly what they need — from healthcare to retirement savings.

  • Custom design by Division or Class
  • Corporate top-ups
  • Unlocks the BeniPlus Executive Wallet
BeniPlus' Employee Management module showing how you can easily add your employees
BeniPlus' Classes module to show how you can set different budget classes or profiles for your employees.

Track your revenue

Get real-time reporting on BeniPlus commissions for you and your team.

  • Individual and Team Reports
  • Customizable Reports
  • Export to CSV
Resources

The Partner Toolkit

Everything you need to pitch, quote, and grow with BeniPlus, built for advisors and their teams.

Sales Materials

Pitch with confidence

Presentation decks, one-pagers, and eligible expense guides you can share directly with clients.

Get access →
Calculators & Tools

Quote in minutes

HSA, Bundles, and Executive Wallet calculators that give your clients instant, personalized numbers.

Get access →
Training & Support

Grow your practice

Hands-on sales training, marketing content, and onboarding support from our partnerships team.

Get access →

Frequently asked questions

What’s the commission structure?
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Compensation is agent-accountable: you own the client records and the account, it’s fully transferable, and it continues for life, even independent of your BeniPlus relationship. Revenue stacks across admin fees, RRSP assets, personal-insurance commissions, and marketplace revenue sharing. Exact rates are shared during the application.

How much more can I earn with BeniPlus?
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Around 4× a standalone HSA. The average HSA is about $1,000, while the average BeniPlus Wallet is about $3,000, and your revenue stacks across admin fees, RRSP assets under management, personal-insurance commissions, and marketplace revenue sharing.

Am I exclusive to BeniPlus?
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No. BeniPlus is additive, so you can offer it alongside whatever you currently write. There’s no exclusivity requirement.

What if my client is already on a traditional plan?
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That’s the most common situation. We give you the Experienced Group Pivot playbook for total or partial replacement, plus the 10-Year Death Spiral math to show clients why moving protects their budget.

How does onboarding work?
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Four steps: sign the partner agreement, set up your advisor portal and start onboarding clients, complete personalized sales training, and join the user conference. You also get instant quoting, a marketing library, and a dedicated rep for ongoing support.

How fast can I start writing BeniPlus?
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Typically one to two weeks from application to your first quote.

Request more information

Curious about adding BeniPlus to your book? Share your details and our team will be in touch.