PerkIQ for Partners
Bring every client onto
one platform
PerkIQ gives benefits advisers, consultancies, and adjacent firms a branded portal, automated client onboarding, and a structured way to show the value you're delivering. Manage your entire portfolio in one place, no more spreadsheets per client.
The way most advisers manage client benefits isn't scaling
You have 30, 50, sometimes 100 clients on the books. Each one with their own spreadsheets, their own renewal dates, their own conversations going on in your inbox. The clients can't see what you're doing for them and you can't show it.
The data lives everywhere
Spreadsheets per client, emails buried in threads, renewal dates scattered across calendars. Pulling a portfolio view or showing one client what you've done for them this year means hours of digging.
Every client starts from zero
You repeat the same onboarding conversation, build the same spreadsheet, run the same benefits review. There's no way to scale a process that's manual end to end.
Your value is invisible
The work you do shows up once a year at renewal. The rest of the time clients have no way to see the ongoing value you're delivering, which makes you easy to replace.
There's a better way
How PerkIQ works for partners
Four steps, one branded portal
Onboard clients in minutes, manage their whole benefits programme in one view, and show measurable ROI at every renewal.
Sign clients up in five minutes
Send a unique signup link. Clients land on your branded portal, sign up in five minutes, and tag to you automatically.
Portfolio across every client
Healthcheck scores, benefits stack, renewal dates, and outstanding actions across your whole portfolio in one view.
Lead inbox with full context
When a client wants to talk, it lands in your inbox with provider, client, and a running conversation thread auto-attached.
Show your value, attract new clients
Branded Benefits Reports per client, plus opt-in listing on the public Find-a-Partner directory for inbound enquiries.
Who partners with PerkIQ
Built for the firms advising UK employers on benefits
PerkIQ partners with benefits brokers, multi-adviser consultancies, HR firms, and adjacent advisers expanding into employee benefits.
You run the firm and the client relationships
One or two of you, maybe a small team. No back office to absorb the admin. PerkIQ gives you the operational lift of a much bigger firm without hiring anyone.
You have a team but each adviser still works in silos
Different advisers, different spreadsheets, different processes. PerkIQ gives every adviser the same toolkit and the same view of every client, with activity logs and lead routing built in.
Benefits is one part of the wider HR support you bring clients
You're advising clients on payroll, performance, and policy already. Benefits is another lever. PerkIQ gives you a structured way to assess and manage the benefits side without learning a different tool for every engagement.
You're expanding into employee benefits
Your existing clients are asking about benefits, and you want a structured way to advise them without learning the whole market from scratch. PerkIQ gives you the framework and the provider directory.
Partner FAQ
Questions before you partner
Become a partner
Bring your clients onto PerkIQ
Partner plans are sized to your active client count, your branding requirements, and your support expectations. Book a 30-minute partner call and we'll match the right plan to your firm size, then get you set up the same day if it's a fit.
