A Financial Advisor Loyalty Program to
Help Drive Success

Click to Enter

Exclusive benefits to help
achieve business goals.

At Paycor, we’re here to make your job easier. We’re here to support financial advisors, not compete with you. Our focus is helping you serve your clients better. When you partner with us, we help you deliver more value every step of the way.

Loyalty Program Levels

What does it take to earn top-tier status?

One closed deal in the calendar year.

$50,000 in direct revenue with two unique companies.

$100,000 in direct revenue with five unique companies.


Financial Advisor Loyalty Benefits
SILVER
1 closed deal in the calendar year
GOLD
$50K in direct revenue with 2 unique companies
PLATINUM
$100K in direct revenue with 5 unique companies
Invest
Implementation Project Manager (companies w/100+ EE)
Free EDI Feeds for Newly Referred Clients 2 Carriers 4 Carriers Unlimited Carriers
Certified Implementation Support
Event Sponsorship Fund $2,500/year $5,000/year
Quarterly Business Review
Partner Care
Partner Success Manager
Partner Portal
Payroll/HR Resources and Webinars
Professional Development (CPE webinars)
Co-branded Assets

Partner Loyalty Benefits

Silver

1+ closed deal in the calendar year*
  • Free EDI Feed Set Up for Newly Referred Clients**
  • Certified Implementation Support
  • Partner Care

Gold

$75K in direct revenue with 2 unique companies*
  • Waived Third-Party Integration Fees
  • Free EDI Feed Set Up for Newly Referred Clients**
  • Marketing Development Funds∞
    -2 Credits•
  • Free Registration to Paycor's Partner Conference
    -2 Tickets
  • Co-Branded Assets∞
  • Partner Portal Access
  • Certified Implementation Support
  • Partner Care
  • Open Enrollment Readiness Call

Platinum

$200K in direct revenue with 5 unique companies*
  • Waived Third-Party Integration Fees
  • Free EDI Feed Set Up for Newly Referred Clients*
  • Marketing Development Funds∞
    -2 Credits*
  • Free Registration to Paycor's Partner Conference
    -2 Tickets
  • Co-Branded Assets∞
  • Partner Portal Access
  • Prioritized Support
  • Implementation Project Manager
  • Certified Implementation Support
  • Quarterly Business Review
  • Partner Care
  • Partner Success Manager
  • Open Enrollment Readiness Call
Full terms and conditions for program available in Partner Portal. *Status is based on the calendar year. Each credit is valued at $2,500. **$50/month service fee per feed is applicable to all clients, regardless of partner status.
See Paycor's full-service MOF program for eligible activities in which to apply credits. ∞ Available in Partner Portal.

Silver

Partner Care

Paycor’s Partner Care offers the responsive support and expertise you need to exceed your clients’ expectations. It’s your one-stop resource for personal service and to get the answers you need when you need them. Our tenured support specialists will also manage client escalations internally until it’s resolved, keeping you informed of each closed case. Partner Care gives you immediate access to reports such as:
  • Workers’ compensation
  • Employee total compensation
  • ACA, including applicable large employer, affordability and employee eligibility
  • Employee census
  • New hires and terminations
  • EDI files
  • GL data

Silver

Free Standard EDI Feed Set Up 

Paycor understands the importance of electronic data interchange (EDI) for your clients to easily exchange payroll data with vendors. Your newly referred clients will receive free standard EDI set up feeds with two carriers.

Please note, there is a $50/month maintenance fee per feed for all clients, regardless of loyalty status. However, we’re no longer charging customers for existing feeds to be configured to a new vendor with the same plan type (ex. Bob’s Landscaping switches from United Healthcare to Anthem for the next year… no implementation fee).

Certified Implementation Support

All of your newly referred clients’ implementation will be executed by highly experienced consultants trained to support specific industries and referral partners.

Online Partner Portal

Our Partner Portal simplifies the way you can access all the tools and resources you need to get the most out of our partnership.

To request access to the Partner Portal, click here. If you’ve already registered and need to log in, click here. For a quick overview of the Partner Portal and how to access the various features, check out this video.

Silver

Cobranded Assets

Through the Partner Portal you’ll be able to use your logo and company info to cobrand the latest Paycor thought leadership and product information.

Professional Development (CE Webinars)

Paychex delivers CPE webinars focused on the latest developments in HR, retirement planning, and employee benefits. Join these sessions to stay updated and enhance your expertise in managing workforce and benefit programs. Discover Paychex Webinars.

Implementation Project Manager

A dedicated project manager for each client will supervise the overall health of the implementation, proactively monitoring major milestones to ensure a successful and timely experience. This is applicable to companies with 100+ employees.

Gold

Gold status encompasses the full suite of Silver-tier benefits, with additional perks exclusive to Gold partners, including:

Free Standard EDI Feed Set Up

Your newly referred clients will receive free standard EDI set up feeds with four carriers.

Event Sponsorship FundsCertified Implementation Support

To elevate your events and maximize engagement, Gold partners will receive $2,500 a year. Use the funds to enhance your event experience, create memorable moments, and attract new prospects. For detailed information on accessing your Event Sponsorship Funds please contact your Paycor representative.

Platinum

Platinum status encompasses the full suite of Silver and Gold-tier benefits, with some exceptions and additional perks exclusive to Platinum partners, including:

Free Standard EDI Feed Set Up

Your newly referred clients will receive free standard EDI set up feeds with unlimited carriers.

Event Sponsorship Funds

To elevate your events and maximize engagement, Platinum partners will receive $5,000 a year. Use the funds to enhance your event experience, create memorable moments, and attract new prospects. For detailed information on accessing your Event Sponsorship Funds please contact your Paycor representative.

Platinum

Prioritized Support for Mutual Clients

Our mutual clients will receive priority support, offering faster response and dedicated resources. We want to help you deliver the best possible experience to the clients we share.

Partner Success Manager

Your dedicated Paycor advisor offering proactive support on the client experience and updates to our product roadmap, important HCM technology trends, new key initiatives, and more!

What Can You Expect? Partner Success Managers will:

  • Conduct proactive portfolio oversight and handle any executive escalations
  • Provide quarterly business reviews
  • Monitor referred client support interactions
  • Host lunch-and-learns designed to keep you informed on what’s happening at Paycor

Your Paycor Service Team

At Paycor, we want to help you serve your clients better. Our responsive support specialists are here to assist. If you have questions regarding your clients and Paycor, please reference this list of contacts.

When should you contact Partner Care?

When you have a question or need support here are your resources as a valued Paycor partner:

General Inquiries:

For general queries including implementation, year-end support, reporting, or access to your clients' HR and payroll data.

Integrations:

Paycor works with more than 40 integration partners, making it simple to connect your HR payroll, and retirement systems. Our 360-degree 401(k) integration partners include:
  • Fidelity
  • Empower
  • Principal
  • VOYA
  • Transamerica
  • And many more!

Paycor Contacts for

Your Clients:

One of our guiding principles is "Take Care of Customers First," and our Support Center delivers a responsive, omnichannel customer service experience built for convenience.

If your clients have a question, they can:

  • Visit our Support Center at Support.Paycor.com for FAQs, knowledge base articles, training resources and more.
  • Log into the Paycor platform and create/open a support case.
  • Live chat with a Support Advocate by logging into the Paycor platform and selecting "Get Help."
    (HINT: This method has the fastest response times.)
  • Call Customer Support: 855-565-3285

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