BECOME A PARTNER
A new revenue opportunity.
For accountants, benefits brokers and business advisers. Refer a suitable business or take an active sales partner role, with an attractive compensation policy, attribution and client handoff.
Talk to a Partner ManagerExplore recurring compensation under your agreed partner terms.
Expand your offer with an HSA option for your business clients.
Wellbytes handles claim review, reimbursements, billing and platform support.
FIND YOUR FIT
Create an opportunity from a relevant introduction. You connect a suitable business with Wellbytes; our team leads the follow-up and HSA conversation.
Identify fit, get permission and make the introduction.
Eligible referrals, source credit, compensation and payment timing.
Expand your offering with an active role in client acquisition. Help qualify opportunities, present the agreed Wellbytes offer and coordinate the client’s first steps.
Qualify, explain the offer and help coordinate initial adoption.
Sales responsibilities, attribution, compensation and ongoing involvement.
JOIN OUR JOURNEY
Health benefits should make sense for the business offering them and the people using them.
We make it easier for Canadian businesses of all sizes to offer meaningful health benefits through flexible plan design, streamlined administration, and a simpler digital experience.
We can build a simpler platform, but reaching more businesses takes relationships. You know the businesses and the people behind them.
Join us in making HSAs easier to understand, easier to offer and easier to use, so more teams can access benefits that work for them.
Read our storyYOUR NEXT STEPS
Share who you work with and the partnership role you’d like to explore.
Discuss client fit, the Wellbytes offer, responsibilities and commercial terms.
If there’s a mutual fit, confirm the written agreement and onboarding steps before starting.
A USEFUL FIRST CONVERSATION
PLATFORM & PEOPLE
See the app your clients can use, the controls an employer can set and the administration our team handles.
Employees enter the claim details and upload a receipt through the app.
You don’t need to collect or store your clients’ medical receipts.
Employees can review their claim activity and status in the app after submission.
Show clients where to check progress after your introduction, while Wellbytes handles claims questions.
Employers choose benefit amounts, employee classes and plan terms. Your client can work through a health benefit that fits their budget and team.
Wellbytes handles claim review, reimbursement administration, billing and ongoing platform support. Your role follows the introductions and sales responsibilities in your partnership.
A few words from people who have chosen Wellbytes for a clearer, more thoughtful benefits experience.
“I’ve been very impressed with Wellbytes. Highly recommend their services, and I look forward to continuing to work with them!”
“I found the ONE AND ONLY provider at the time in Quebec and signed up with them. Its important to find an ethical administrator that will protect their clients and be conservative when the law and guidance is gray.”
“Paul, the CEO, gave me excellent advice on how to customize The HSA Benefits to my employees. The app is amazing and so easy to use.”
Your recommendation carries your reputation. Here’s what stands behind the service you introduce.
Refer clients to a defined claims process. Wellbytes reviews claims against CRA guidelines and maintains supporting documentation for audit-ready recordkeeping.
Put a security-reviewed platform behind your recommendation. Wellbytes’ SOC 2 Type II certification covers security, availability and confidentiality.
Give clients a clear answer about where their deposits are held: in trust with a Schedule I Canadian bank. CDIC protection is subject to eligibility and coverage limits.
BEFORE WE TALK
Your Partner Manager can walk through questions specific to your business.
A referral partner introduces a potentially suitable business and lets Wellbytes lead the follow-up. An Active Sales Partner takes a more involved role in identifying opportunities, presenting the agreed offer and helping clients get started. Your agreement defines your responsibilities.
Compensation depends on the partnership arrangement and agreed written terms. Discuss the basis for compensation, attribution, eligibility and payment timing with your Partner Manager before making introductions or beginning sales activity.
Wellbytes handles claim review, reimbursement administration, billing and ongoing platform support. Your role in introductions, initial adoption and relationship follow-up is agreed as part of the partnership.
No client list is needed for this enquiry. Tell us broadly about the businesses you support. Please keep client names, medical information and banking details out of this form.
Select “Let’s discuss” in the form. Tell us a little about your business and the role you have in mind, and explore the options with a Partner Manager.
This form starts a conversation. Becoming a partner depends on a mutual fit, an agreed written arrangement and the required onboarding steps.
LET’S FIND THE FIT
Tell us a little about your business. A Wellbytes Partner Manager will follow up to explore how we could work together.
A focused discussion about your clients, your role and the next step.
A little about you and the businesses you support.
