Built for Trusted Advisors
Your network is
worth more
than you think.
- Meaningful employer savings.
- More value for employees.
- Nothing needs to be replaced at zero net cost to the employer.
Run the numbers
What one client could be leaving on the table.
$224,000
Estimated employer savings, every year
$7,000
What you earn per month
Indicative. The employer figure is based on up to $640 in annual savings per enrolled employee; yours on $20 per participating employee per month. What a specific company ends up with depends on state, salary mix and plan structure — our specialists work that out before anything is promised.
Market validation
Built for trusted advisors. Proven by results.
- $30M+
- Identified employer savings
- 2,000+
- Client companies
- 300+
- Trusted Advisor partners
- $23,500
- Average monthly partner revenue
A new opportunity for Trusted Advisors
Bring something new to the table. Without changing what you already do.
Grantify gives Trusted Advisors a proven way to uncover meaningful savings and additional employee value for the companies they already know and serve.
You open the door. Our specialists validate the opportunity, prove the numbers and handle the heavy lifting from analysis through implementation.
And when your clients participate, you build recurring revenue from the value you helped create.
Client value comes first. The economics follow.
You're a strong fit if you:
advise business owners, executives, and CFO decision-makers
work with employers with 20+ W-2 employees
want a differentiated conversation that sets you apart in a crowded market
believe the best recurring revenue comes from creating ongoing client value
To protect advisor value and market coverage, participation is limited within each market.
Learn more about the opportunityCreate real value. Earn recurring revenue.
Frequently asked questions
Everything you need to know about the network.
What exactly is Grantify?
Grantify gives Trusted Advisors access to an employer opportunity that creates value for everyone involved — without replacing what their clients already have.
For qualifying employers, the program reduces taxable payroll, creating approximately $640 in annual FICA savings per participating employee, while employees gain additional healthcare value and can take home more.
The health plan stays. The broker stays. The payroll provider stays. Existing benefits stay.
Our specialists do the work, from qualification and analysis through implementation and ongoing support. Our fees come from the savings created, which is why the program is designed to remain zero net cost to the employer.
You bring the opportunity, remain the Trusted Advisor and participate in the recurring value you help create.
How does this actually create savings?
The savings are created inside payroll, without replacing the employer’s existing benefits.
For qualifying employers, the program changes how eligible healthcare dollars move through payroll. This reduces taxable payroll and, as a direct result, reduces the employer’s FICA liability, averaging approximately $640 in annual FICA savings per participating employee.
At the same time, employees receive meaningful healthcare value and can see more take-home value, while the employer’s existing health plan, broker, payroll provider and benefits remain in place.
It’s not about replacing what the employer already has. It’s about making the existing structure work harder.
This sounds almost too good to be true. What’s the catch?
It’s a fair question. The model works because the value isn’t being created at someone else’s expense, it’s being unlocked from payroll taxes the employer is already paying.
And nobody has to take Grantify’s word for it.
The program infrastructure behind the opportunity is delivered through SIMERP, our U.S. program partner. Their team handles the specialized program administration, compliance framework, payroll integration and implementation behind the opportunity.
SIMERP publicly documents the underlying compliance framework, active employer results and the program itself, so you can do your own due diligence before bringing it anywhere near a client.
Before anything moves forward, the employer is validated and receives a complimentary Savings Report based on its own payroll.
If the numbers don’t work, there’s nothing to pursue.
How is my reputation protected throughout this process?
Everything is designed to enhance, not risk, your position with clients.
All implementation is handled by licensed U.S. provider teams operating within established regulatory frameworks, ensuring full compliance at every stage.
You’re not expected to explain or justify the structure yourself. Our specialists guide the client through every step, with clear communication and professional delivery that reflects positively on you.
In practice, this strengthens your reputation, because you’re the one bringing a solution that delivers real financial impact without adding complexity or disruption.
You’re introducing a proven structure, executed by experienced teams, in a way that reinforces trust, credibility, and long-term client relationships.
What happens when I introduce a client?
You open the door. Grantify stays alongside you. SIMERP’s U.S. specialist team handles the heavy lifting.
From qualification and payroll analysis through compliance documentation, implementation and employee onboarding, the specialist infrastructure is already in place.
You remain the Trusted Advisor who brought the opportunity to the table.
Your client saves. Their employees gain. You strengthen the relationship and build recurring revenue. We handle the complexity behind it.
Why are 300+ Trusted Advisors already working with this model?
Because it gives them something genuinely new to bring to the relationships they already have.
CPAs, brokers, benefits consultants, payroll advisors, fractional CFOs and other professionals already sit close to the decisions that matter. Grantify gives them a way to bring measurable employer savings, additional employee value and zero net employer cost into those conversations, without replacing the solutions or relationships already in place.
They don’t need to become the expert or change how they work. They simply bring a new opportunity to the table and participate in the recurring value they help create.
Do I need to sell this, and how much time does it take?
No. Grantify is built around trusted introductions, not traditional selling.
You identify companies in your existing network where the opportunity may fit and open the door. Our specialists handle the heavy lifting — from qualification and the complimentary Savings Report to client education, implementation and ongoing support.
Most Trusted Advisors start with just 2–3 companies they already know, so the time commitment is minimal.
You stay focused on the relationship. We handle the complexity.
What does this look like in the real world?
Trusted Advisors across different industries are already bringing this opportunity into the client relationships they know best.
From CPAs and benefits brokers to fractional CFOs, payroll advisors and business consultants, the model is the same: identify the right employer, open the door and let the specialists prove the opportunity.
Especially during renewal season, it creates a very different conversation: instead of simply explaining another increase, you can bring a potential source of savings to the table.
Take a 350-employee company:
~$224,000 in potential annual employer FICA savings
~$7,000/month in recurring monthly revenue for the Advisor
The model is simple: identify the right employer, open the door and let our specialists prove the opportunity.
What does it cost to explore, and what happens next?
Nothing. There are no upfront costs and no commitment.
Start with a 10-minute conversation. We’ll answer your questions, see whether the opportunity fits your practice and, if you already have a client in mind, determine whether it’s worth exploring.
From there, our specialists can qualify the employer and prepare a complimentary Savings Report before you need to make any commitment or client decision.
The model is performance-based: our fees come from the savings created, and Trusted Advisors participate when their clients move forward.
No upfront investment. No pressure. Just see if the opportunity makes sense.
What makes your client’s company qualified?
A strong fit starts with three simple criteria:
- 20+ W-2 employees
- Pays employer FICA taxes
- Offers healthcare benefits to employees
If they check all three boxes, they’re worth a closer look.
Think about the companies you already advise: manufacturers, distributors, construction companies, professional firms and other established employers with sizable W-2 workforces.
Have one in mind? That’s the perfect place to start. That’s why our specialists validate the opportunity first and determine whether the numbers make sense.