Broker Partner Program

Your clients get denied — you send them here

Refer clients who need help with denied claims, insurance appeals, or QSEHRA setup. We handle the rest. You keep your relationship intact.

Apply to Partner See how it works
$249
Appeal success fee — no win, no charge
$49
QSEHRA plan / month per client
0
Upfront cost to you, ever

Why brokers partner with us

Your clients have problems we solve — and you get credit

📋

Denied Claims

When a claim gets denied, your client is stuck. We explain the denial, generate an appeal letter, and fight for the outcome — for a flat $249 success fee.

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Insurance Appeals

We walk clients through the full 4-level appeals process — internal, external, state insurance department, and independent review — with AI-generated letters at every step.

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QSEHRA Setup

Small employers (under 50 employees) need a compliant, tax-advantaged health reimbursement solution. We set it up in 15 minutes. $49/mo per employer.

Simple partnership

Four steps from referral to revenue

1

Apply & get approved

Fill out the short form below. We review your NPN and carrier relationships. Most brokers are approved same day.

2

Refer your clients

Send clients our way when they have denied claims, appeals, or QSEHRA needs. You can send them directly to our tools or we can provide a co-branded link.

3

We do the work

Our AI reads EOBs, explains denials, drafts appeal letters, and walks clients through the full process. You stay updated on outcomes.

4

You get credited — and potentially compensated

Clients know you sent them. For QSEHRA clients, we discuss referral arrangements separately. Zero cost to refer, zero liability for you.

Trusted by brokers

Broker partners say it works

I've sent six clients to ClaimSage this year. Every single one came back thanking me — especially the one with the $47,000 denied claim that got overturned on appeal. That's the kind of outcome that makes me look good and keeps clients for life.
JT
Jason T.
Independent health insurance broker, TX
We specialized in small group plans for years. When a client got denied and needed appeals help, we had nothing to offer. ClaimSage filled that gap — now we refer 2-3 clients a month to them and our NPS has gone up.
Sarah M. — Broker, GA
The QSEHRA setup process used to take us hours of back-and-forth. ClaimSage does it in 15 minutes and the client understands what they got. My staff doesn't have to explain it twice.
David R. — Small group specialist, FL

Tools for your clients

Free tools you can point clients to right now

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Appeal Letter Generator

Upload an EOB or paste denial text. Get an AI-generated appeal letter in minutes. $249 only if it works.

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QSEHRA vs. ICHRA Compare

Side-by-side comparison of QSEHRA and Individual Coverage HRAs — so small employers can make an informed decision fast.

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Partner Kit

A printable one-pager with the partner value prop, broker time savings, and compliance stance — share it with your clients.

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Fit-Quiz for Clients

Send your small-business clients the 2-minute QSEHRA fit quiz — they self-qualify before you spend the call.

Apply to become a partner

It takes about 5 minutes. We'll review your application and get back to you within one business day.

Application received!

We'll review your details and get back to you within one business day.

Not ready to apply? Start by referring a client.

Send a client to our free EOB reader or appeal letter generator — no commitment required.

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