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.
SILVER
One closed deal in the calendar year.
GOLD
$50,000 in direct revenue with two unique companies.
PLATINUM
$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

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).
All of your newly referred clients’ implementation will be executed by highly experienced consultants trained to support specific industries and referral partners.
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.
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.
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.
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.
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.
Your newly referred clients will receive free standard EDI set up feeds with unlimited carriers.
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.

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.
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:
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:
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