www.coad.com


CONTACT INFORMATION
 

Julianne Randolph
Head of Channel, Broker Relations

941-400-1452
[email protected]


Your clients trust you to help them choose the right benefits solutions for their business and employees. At CoAd, we help you deliver on that expectation with end-to-end solutions and flexible engagement options designed to complement their benefits strategy. Our high client retention rate for broker referred clients reflects the value we deliver to you and your clients.

 

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

 

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace. Learn more at coad.com.

Why brokers choose CoAd for their clients:

  • Flexible Workforce Solutions for Every Client

    • Deliver more value to your clients with end-to-end HR solutions and flexible engagement models, including PEO with customizable carve-outs, and payroll-only options.

  • A Trusted Partner Behind Your Clients

    • Strengthen client relationships with a trusted PEO partner backed by dedicated service teams, broker channel specialists, and streamlined onboarding. CoAd enables brokers with visibility to their clients and is backed by dedicated professionals who know your clients’ business and are committed to serving as a true, trusted partner.

  • Benefits Administration Made Simple

    • Enhance your benefits offering with flexible Benefits Administration technology that supports complex plans and changes, intuitive employee enrollment, and real-time reporting. Our technology supports client-sponsored and master plan arrangements, with the flexibility to carve out benefits — delivering the right structure for every client’s workforce needs and business goals

Why partner with CoAd?

  • Trusted partner relationship management

  • Full range of Payroll and HR solutions

  • High commission payments on admin fees

  • Dedicated Broker channel support

  • Greater visibility to your clients, enabled with technology


TRUE NETWORK PARTNER BENEFITS

We offer TRUE Advisors exclusive commissions for PEO and ASO clients at 32% and Payroll only at 25% first year & 15% second and third year.



TRUE MEMBERS PARTNERING WITH US

Intrepid CA

Benefit Pro

King Benefits

Strategic Group Benefits

JM Brassill Group

Kuzneski Insurance Group