We’re here to help make your life easier.
The Partnership Account is designed to help increase your productivity while lowering costs for your plan sponsors. Our direct, online process and digital tools will help you track client status, verify bond compliance, and renew coverage.
Getting started with your dashboard
Add your plan sponsors
Run management reports
Check bond compliance
Stay on top of things with helpful alerts
Initiate applications for clients
Options for using your referral link.
Always provide your referral code in correspondence to plan sponsors and include a promotional placement or text on your website. This will allow your plan sponsors to easily purchase coverage and allows you to track their bond compliance status. It can also help earn referral revenue for pension professionals participating in our incentive program.
- Choose a promotional placement size appropriate for your website.
- Confirm the referral code shown matches the one in your confirmation signup email.
- Select the “Copy to Clipboard” button and paste into an email you send to your website’s technical team requesting it be added to your website.