Brokers
The Broker Who Brings More Than Benefits, Wins More Than Benefits.
Every broker at the table is pitching a plan. Allvia gives you something the plan alone can’t: a bench of HR, payroll, benefits administration and workforce services to bring into every conversation. You design the strategy. We provide the support to deliver it, and you earn revenue on every line of service we deliver together.
Your clients don’t just need a great plan.
They need someone to run it: to manage Open Enrollment, answer employee questions, keep up with filings and notices, and handle the HR work that surrounds every benefits decision. That’s where Allvia comes in. We never design the strategy or touch the plan; that stays yours. We add a team of HR, payroll and benefits experts on top of whatever technology you’ve already recommended, so the strategy you sold shows up as outcomes your clients can feel. No rip-and-replace. No new system for your client to learn.
How the Partnership Works
Benefits Administration Support
Primary client contact for benefits questions, full Open Enrollment management, carrier invoice reconciliation, employee feedback surveys and custom benefits communications.
Benefits Compliance
Give your clients the expertise and support to stay compliant. ACA 1094-C/1095-C and 5500 filings, ERISA SPD and wrap documents, Federal and State notices and disclosures, and ongoing legislative tracking.
HR, Payroll and Workforce Strategy
Day-to-day HR expertise, accurate payroll and tax filings, and organization and talent strategy. Services you can offer without adding headcount.
Revenue Share on
Every Referred Line
Earn on new clients and existing ones, with revenue that widens as the engagement grows.
Why Brokers Choose Allvia
Value 365 Days A Year,
Not Once A Year At Renewal
With Allvia supporting your clients year-round, you’re part of the conversation well beyond the renewal meeting.
You Stand Out In Every
Presentation
Show up with more than a spreadsheet. Bring HR, payroll and compliance support into the pitch for prospects still deciding and the clients you’ve already signed.
Your Client Stays
Your Client
We don’t sell plans, place coverage or move clients onto a PEO. The strategy, the plan and the relationship stay with you. Always.
Service You
Can Count On.
Industry-leading NPS and client retention mean the service we deliver for your clients reflects well on you.
You Grow as They Grow.
Happy clients stay longer and buy more services. Multi-line revenue share means your earnings expand with every service we add together.
Frequently Asked Questions
Will Allvia compete with me for my client’s benefits business?
No. Plan design, strategy, and the client relationship stay with the broker. Allvia adds HR, payroll, and benefits administration support on top of the plan you built, so your client gets more value and your book of business stays yours.
How does Allvia’s broker revenue share work?
Broker partners earn revenue share on every line of service Allvia delivers to clients they refer, including both new clients and existing ones. As a client adds services, such as payroll or workforce strategy, the revenue share grows with the engagement. Contact [email protected] for program details.
What services can I offer my clients through Allvia?
Through Allvia, brokers can offer benefits administration support, benefits compliance, day-to-day HR administration, payroll, and workforce strategy. That includes Open Enrollment management, ACA and 5500 filings, and carrier invoice reconciliation. You add a full bench of HR delivery to every client conversation without adding headcount to your own team.
Does Allvia work with the benefits technology I’ve already recommended?
Yes. Allvia works on top of the benefits administration platform and HR technology you’ve already put in place. Your client doesn’t rip anything out or learn a new system. Allvia adds the people who run it, so the technology you recommended actually gets used the way it was designed.
How is Allvia different from a PEO or payroll company’s broker referral program?
Most PEO and payroll referral programs reward volume, but the client usually ends up on the provider’s platform or in its PEO. That can replace your plan and your file of business. Allvia adds HR, payroll, and workforce delivery while the plan, the technology, and the relationship stay with you.
Bring more to your next client conversation.
