FOR BROKERS & CONSULTANTS
Give your clients a benefit they'll thank you for.
Recurring revenue for you. Stewardship: reporting that renews the account. A benefit your clients' people actually use.
01 — WHAT'S IN IT FOR YOU
RECURRING COMMISSION
Get paid every month the account is live.
Standard broker commission, built in. No side letters, no clawback games — a clean recurring line on every client you place.
Commission — sample
- Model
- PEPM
- Client size
- 1,000 people covered
- Commission
- Monthly, recurring
- Term
- Aligned to plan year
Fig. 1 — Illustrative. Exact terms per engagement.
02 — THE REPLACEMENT AUDIT
Send us your client's current EAP.
We'll show you what it isn't doing.
A one-page teardown you can bring to the renewal: utilization gaps, and what "useful" would replace — line by line.
Request an auditReplacement Audit — Sample
- Current utilization
- 4.2%
- Live time to help
- 3–5 days
- Completed actions
- Not tracked
- Member privacy
- Weak — call logs sold
- Renewal projection
- Flat / at risk
03 — STEWARDSHIP REPORTING
Renewal-ready reporting, every quarter.
Walk into the stewardship meeting with numbers that defend the line item — usage, outcomes, and completed actions. Anonymized. Never conversations.
Stewardship — Client demoQ4 2026
38%
Utilization
1,940
Actions completed
27s
Avg. resolution
0
Privacy incidents
96%
Satisfaction