Referral Partnerships

True customization for each client’s workflows, pay structures, benefits administration needs, and organizational requirements

Fast, responsive service from a dedicated team (no ticket queues, no call centers)

Flexible technology built to support how today’s businesses operate

Implementation support that feels like an extension of your team

Creative solutions for modern HR challenges, including remote and hybrid workforces

A partner-first approach that protects your client relationships and enhances retention

Insurance Brokers

Open Enrollment shouldn’t require the same conversation 200 times. Yet for most brokers, it still does, especially when employers are managing remote teams, multiple carriers, or shifting plan designs.

Trivantus helps brokers modernize the OE experience by giving employees:

Benefit overviews recorded with or for the broker
Videos, plan comparisons, and resources are embedded directly in the employee portal
Self-service access to benefit information year-round
A single source of truth for documents, Q&As, and instructions

Why this matters to brokers:

You save hours during OE
Employee benefits understanding improves - supporting retention
HR gets fewer repetitive questions
You remain the primary benefits advisor - we amplify your work

Health Insurance Brokers

Health brokers work with complex plan structures, multi-site employers, and remote teams. Trivantus helps create a benefits experience that reduces friction for both brokers and employers.

We provide:

Embedded benefit overview videos available year-round
Centralized OE resource hubs inside the HCM platform
Fewer HR and employee questions to field
Better documentation, plan clarity, and decision support

Bottom line: Your benefits guidance becomes more scalable, and your clients enjoy a more polished, consistent employee experience.

Strengthen your HR recommendations with systems that actually support them.

HR consultants craft the strategy, but without the right technology and execution, even the best-designed programs fall flat.

Trivantus helps HR firms deliver operational excellence behind the scenes:

Automated workflows to support onboarding, performance reviews, compliance alerts, and PTO
Tailored configurations that match your designed process (not generic templates)
Fast, collaborative implementation that keeps your project timeline intact
Proactive support so HR teams get answers before issues escalate

The partnership advantage: You deliver strategy, we deliver the payroll services, HCM technology, and infrastructure that make it work.

CPAs & Accounting Firms

Payroll touches GL coding, tax reporting, cash flow, and compliance, yet many businesses struggle with accuracy and timing. CPAs and accounting firms often end up fixing problems they didn’t cause.

Trivantus reduces that burden by providing:

Clean, automated GL mapping designed to match the client’s chart of accounts
Timely payroll corrections with minimal back-and-forth
Accurate quarterly and annual tax filings
Clear audit trails, wage detail reports, and year-end support

Why this partnership works: You gain more accurate data and spend less time troubleshooting payroll errors, freeing you to focus on advisory work and financial strategy.

Bookkeepers

Improve reporting accuracy and reduce financial risk for your clients with a payroll services partner that understands financial workflows.

Payroll affects every major financial statement, yet many bookkeepers spend unnecessary time reconciling data or cleaning up after payroll vendors.

Trivantus removes these obstacles through:

Standardized financial reporting formats
Accurate and timely payroll processing
Proactive tax updates and compliance support
Easily accessible audit logs and historical reports

Why bookkeepers value this partnership:
Your clients stay compliant, your workload decreases, and your advisory role strengthens.

Strengthen your commercial clients’ financial stability with a dependable payroll and HCM partner.

Financial institutions thrive when their business clients thrive. Payroll is often the largest recurring financial transaction an employer handles, and when it goes wrong, the bank feels it too.

Trivantus supports your goals by providing:

Reliable direct deposit workflows and payroll funding processes
Accurate reporting for loan applications, audits, and financial evaluations
Stronger operational stability that supports long-term banking relationships
Scalable systems that grow with the client’s workforce and complexity

The result: You deepen client trust while offering value-added guidance that sets your institution apart from competitors.

Reduce plan errors, streamline payroll feeds, and improve compliance with a dedicated payroll integration partner.

Plan administrators often face headaches caused by inaccurate payroll files, late deductions, or inconsistent eligibility tracking. Trivantus ensures the data feeding retirement plans is clean and reliable.

We support retirement partners with:

Automated, accurate contribution files
Clear service histories and employee eligibility tracking
Rapid corrections with a knowledgeable payroll team
Flexible support for Safe Harbor, match formulas, and vesting rules

Why this matters: Fewer errors mean fewer compliance risks, fewer client complaints, and a smoother plan management experience for everyone.

Tailored Implementations for Every Client

We build each environment to match your client’s unique structure, departments, roles, pay rules, workflows, and benefits.

Your Content, Embedded Directly Into the System

Have an OE explainer, compliance update, or benefits overview? We can record, host, and embed your content so employees self-serve and you save time.

Real Human Support

No ticket queues. No endless call trees. Clients speak with experienced payroll and HR professionals.

Fast, Accurate Turnaround

We handle complex setups, shift work, multiple locations, and seasonal staff, quickly and cleanly.

A Partner Who Protects Your Relationship

You remain the trusted advisor. We deliver the technology and service that elevates your value.

How the Referral Process Works

1. Make an Introduction: Share a contact or send them to our referral form, and we take it from there.

2. We Meet With the Client: We identify needs and recommend solutions for payroll, HR, timekeeping, or a full HCM system.

3. You Stay in the Loop: We keep you informed at every stage so you always know where your client stands.

4. We Implement Quickly, With Care: Your client receives a dedicated onboarding team and proactive communication.

5. Ongoing Support That Reflects Well on You: Your clients receive exceptional service, strengthening your relationship and reputation.

Partnerships

How Strategic Payroll Partnerships Help Brokers and Firms Deliver More Value

Dec 23, 2025 11:57:11 AM 3 min read

Year End

Year-End Payroll Prep: A Straightforward Guide for Busy Employers

Dec 8, 2025 12:50:58 PM 2 min read

New Hampshire

What Every NH Employer Needs to Know About Payroll Taxes

Oct 17, 2025 9:00:00 AM 4 min read

“I wanted to let you and the Trivantus team know that so far we have been thrilled with the services we are getting. You are all very accommodating and friendly very much unlike the prior payroll company.”

Kim M.

“I just wanted to you that Trivantus has done a phenomenal job. The transition went smoothly thanks to your keen attention to detail. I am very happy with the software and your customer service.”

Ann M.

“Just wanted to take a moment and thank you for your time this afternoon. You did a very good going through the setup and online benefit process. I am confident that this will be a good, clean cutover and that we have made the right decision.”

Partner Program for Advisors

A referral program designed for brokers, HR firms, and financial partners who want a trusted, responsive, and highly customizable payroll and HCM partner for their clients.

Why Partner With Trivantus?