Broker FAQs
Everything You Need to Know
Get answers to your most important questions about partnering with Paycor, from our Partner+ Program to mutual client protection agreements. We’ve compiled everything you need to know to ensure a successful partnership.
A: Protecting Mutual Customers
We recognize that both Paychex and our broker partners may offer overlapping products. We’re committed to handling mutual clients with care and respect for the relationships you’ve built. When you sign up for the Partner+ Program, we will not call on shared clients to cross-sell competing solutions. For all Partner+ members, we’re implementing systems to clearly identify mutual clients and prevent potential conflicts, with a focus on transparency and proactive communication.
Enhanced Value Through Partnership
Our expansive product suite is designed to meet your clients’ diverse needs. In partnership with the broker community, we will enhance our Loyalty Program to deliver greater value for both you and your clients. Additionally, we’re creating a competitive revenue share program that gives you the opportunity to refer clients to appropriate Paychex products and services, establishing an additional income stream for your business.
Building Trust Through Collaboration
With over 10 years of successful broker partnerships, we understand that trust is the foundation of our mutual success. We value the specialized expertise you provide alongside our services, creating natural opportunities for referrals that benefit both organizations. As we refine our new safeguards and processes, we’ll maintain these core principles. We’re committed to open communication with our broker community. In the coming months, we’ll seek your feedback through surveys, regional roundtables, and one-on-one conversations to develop solutions that expand your product offerings and revenue potential.
A: Yes. Your current relationship with Paycor will not be disrupted and you should continue working with your aligned Paycor representatives.
A: Your aligned Paycor representative. If additional Paychex services are a fit for your customer, your aligned Sales Representative will be your point of contact and will quarterback any additional introductions to your customers.
A: Contact [email protected]
A: The Partner+ Program is an optional program any broker can enroll in and take advantage of specific perks. These perks include:
- Protection of Mutual Clients
- Access to PartnerCare
- Certified Implementation Consultants for referred clients
- Early Product Updates
- Thought Leadership
- Exclusive Webinars
- Access to Loyalty Program
By accepting the terms of this program, the broker is agreeing to an annual client review.
A: Yes, anyone at your firm location can sign up for this program and the entire firm can take advantage of the benefits of the Partner+ Program.
A: Yes.
A: Yes. The confirmation email will come from Paycor ([email protected]).
A: The Partner+ Program is for any brokerage firm that enrolls in the program. They can take advantage of the following benefits:
- Mutual Client Protection
- Access to PartnerCare
- Certified Implementation Consultants for referred clients
- Early Product Updates
- Thought Leadership
- Exclusive Webinars
- Access to Loyalty Program
The Loyalty Program is still in effect and has not changed, however a broker will need to be opted into the Partner+ Program to achieve status in Paycor’s Loyalty Program. The Loyalty Program has revenue thresholds that a firm needs to meet in order to achieve loyalty status. For more information on the Loyalty Program, click here.
A: Yes. The Loyalty Program is still in effect and has not changed.
A: All identified mutual clients of preferred partners regardless of employee size.
A: If they’re already in process with Paychex, unfortunately we will not be able to protect those clients. However, if they do become a Paycor client, they will immediately be protected.
A: Paychex PEO and Paychex Insurance Agency
A: Contact [email protected]. We will research accordingly.
A: We have a strict process to enforce our Do Not Call policy and sellers will be held accountable based on our internal policy for infractions.
A: Beyond protecting mutual clients, identifying mutual clients is in the best interest of you and your firm for a couple reasons:
- Streamlines the process to add a broker as a contact on a client account
- Update the broker of key milestones throughout Implementation
- More impactful Platinum and National Partner QBRs with PSMs
- Provide account managers with vital information regarding their clients’ health status, product mix, key contact changes, etc.
- Insight into total value of that firms Paycor relationship