Partners Merritt Business Solutions

Join Merritt Business Solutions Referral Partner Program

Earn a percentage of qualifying revenue every time one of referrals becomes an MBS client.

Let's Make Magic Happen. Send Us a Referral Here!

How to refer to MBS?

By joining forces with us, you gain access to a dependable and skilled team committed to your success. We collaborate closely with you to guarantee that your clients receive top-notch solutions.

Refer a company that could use our help!

Step One

Identify potential clients expressing a need for HR Services/ Benefits.
Step Two

Send your current MBS Team Lead an email or phone call or fill out the form below!
Step Three

Briefly describe the client's needs, how you think MBS can assist, and the decision maker's contact info.
Step Four

Then relax; our team will take care of the rest!

Five Probing Questions to Ask to see if MBS would be a good Match for your client.

Out of Human Resources, workers compensation, risk management, employee benefits and payroll, what area is keeping you up at night and why?
Are you concerned about the rising cost of employee benefits and maintaining competitive packages?
Are you looking for ways to improve employee satisfaction and reduce turnover?
Are you confident that your human resources policies are compliant and up to date?
Would you be open to a free consultation with Merritt Business Solutions to assess your specific needs and discuss how they can help your business?

Fast Track Your Success! Chat with Our Team Lead

MBS Referral Workflow

The workflow process involves nine phases

Referral received
MBS rep contacts referral (Potential Client) to introduce themselves and schedule our signature needs analysis.
MBS signature needs analysis is conducted between potential client and MBS
MBS will send out a recap email to potential client of the needs analysis
Once MBS receives all necessary paperwork from the potential client, they will start getting proposals.
Once MBS receives all proposals from prospective vendors, it will conduct a comparative analysis.
After conducting a comparative analysis, the MBS rep will contact the potential client to schedule a proposal meeting.
After the proposal meeting, it will be determined if the referral will become a client.
Once onboarded, the MBS rep will inform the referral partner of the referral's success.

Don't Be Left Behind! Jump on Board Now!

90 days to Payout!

Our referral partners receive bonuses and commissions for each referral client who signs on with any service (Benefits only if the RP has a 215 License) and is onboard for at least 90 days.

Earning Potential

In exchange for PEO and HR consulting referrals, the referral partner shall be entitled to a flat fee for qualified referrals one to five based on the number of employees in the group. From referral six on, it will convert to a residual commission equal to 15% of total commissions received by MBS from the vendor that contracted with the referral client.
In exchange for payroll referrals, the referral partner shall be entitled to a fee equal to 25% of the commissions earned on the base fee by MBS for one year only. These will be paid quarterly.
In exchange for 401k referrals, the referral partner shall be entitled to a flat one-time fee equal to $200.

The Adventure Begins Now! Join Us and Find Out How!

We Have Our Partners Back!

We understand the struggles you may face when it comes to retaining clients and differentiating yourself from the competition. With over thirty years of experience in the HR industry, we have developed a comprehensive portfolio of services that are tailored to meet the unique needs of your clients.

We are Consultative

Our approach is different from other providers. We focus on educating and consulting with our partners to understand their clients’ specific HR needs. We offer customizable solutions that other providers may not have, allowing you to offer a full HR suite of services to your clients.

We protect your Business

One of the biggest challenges you may face as a partner is the threat of larger payroll or benefits companies stealing your portion of the business. But with us, you don’t have to worry. We protect your portion of the HR services and only offer complementary services to your clients. This means that you can focus on delivering the services you do best, while we handle the rest.

We stay with your Clients

Our commitment to your success doesn’t end once your clients sign on with a provider. We perform quarterly service check-ins to ensure that your clients are satisfied with their providers. This gives you peace of mind, knowing that your clients are in good hands and happy with the services they are receiving.

Partnering with us means that you have a reliable and experienced team that is dedicated to helping you succeed. We work together with you to ensure that your clients receive the best HR solutions possible, and that your business thrives as a result. So why settle for less? Contact us today to learn more about how we can help you stand out in the crowded HR industry.

What Are You Waiting For? Dive In and Explore!