Generate 5 to 6 figures/year in monthly recurring revenue.
Why advisors partner with Grantify
A proven partner model already generating recurring revenue.
This isn’t another product, it’s what separates trusted advisors from the ones clients can’t afford to lose.
Built by a seasoned team with a proven track record of unlocking $30M+ savings across all 50 states.
You leverage your network. We turn it into results and recurring revenue.
A streamlined system with detailed deal tracking built to generate recurring revenue.
You introduce qualified clients from your network.
We handle the entire client journey, from discovery and proposal to enrollment and ongoing support.
You get paid every month in perpetuity.
Private agent invite-only network
Monthly recurringpayouts
Weekly live support
calls
Strategic onboarding and training
Direct access to the team and community
Create real value.
Earn recurring revenue.
Private agent invite-only network
Monthly recurringpayouts
Weekly live support
calls
Strategic onboarding and training
Direct access to the team and community
Create real value.
Earn recurring revenue.
For the right partners
Built for trusted advisors with employer relationships.
You’re a strong fit if you:
Frequently asked questions
Everything you need to know about the network.
What exactly is Grantify?
Grantify is a professional distribution network built for trusted advisors.
It enables you to introduce a proven, compliant structure to companies in your network that can:
- reduce payroll costs (approximately $639 per employee annually, with an additional reduction in workers’ compensation over time)
- enhance employee benefits
- create measurable financial impact and bridge the gap between healthcare coverage and access
This structure is already used by large U.S. companies and is now becoming accessible to the mid-market.
As companies move forward, you participate in the recurring value created.
In simple terms:
You turn existing relationships into long-term recurring income, without changing how you work.
What happens when I introduce this to a client?
Once you introduce the opportunity, our U.S.-based implementation team takes over from qualification and analysis to onboarding and full execution.
Your role stays exactly where it should be: trusted advisor.
You remain the primary point of contact, fully in control of the relationship, while we handle the technical, compliance, and operational side behind the scenes.
There’s no additional workload, no need to explain complex structures, and no pressure to sell anything. Most partners simply position it as an opportunity worth exploring.
From there, we take care of the rest.
If a client decides not to move forward, nothing changes.
No impact, no cost, no disruption to your existing relationship.
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.
Why are professionals paying attention to this?
Because it introduces a new way to create financial impact for clients, without changing anything operationally.
Already used at scale by large U.S. companies, it’s now becoming available through select advisor networks.
Same clients.
New outcomes.
Additional recurring revenue.
That’s why the right people are paying attention.
Who typically becomes a distribution partner?
Most partners we work with are established professionals such as:
- Fractional CFOs
- Accountants
- Insurance brokers
- Consultants and advisors
People who already have trusted relationships with business owners and want to create more value, without adding complexity.
Do I need to sell this, and how much time does it take?
No.
Grantify is built around introductions, not selling.
You identify relevant companies in your network and make the connection. From there, our specialists handle everything, from explanation and analysis to implementation and ongoing support.
The time investment is minimal. Most partners start by introducing this to just 2–3 companies within their existing network.
There’s no new business to build, no additional workload to manage, and no operational complexity added to your day-to-day.
You stay focused on your role, our specialists handle the rest.
How does the revenue model work?
The model is based on recurring value tied to participating employees.
As companies move forward:
- value is created through cost savings and optimization
- you participate in that value on a recurring monthly basis
Example:
A single 50-employee company can generate significant recurring revenue annually.
Now scale that across your network.
Does it cost anything to join?
No.
There are no upfront costs.
The model is fully performance-based:
Grantify only earns when value is created.
And partners only earn when companies move forward.
Incentives are fully aligned.
What type of companies are a good fit?
Companies with a stable payroll in non-service related niches that:
- have 50+ W-2 employees
- offer healthcare benefits
- pay FICA payroll taxes
Most introductions come from existing trusted relationships between you and business owners.
What happens after I apply?
Applications are reviewed personally within 24 hours.
If there’s a strong fit:
- you’ll be invited for a short introduction call
- we’ll walk you through the model step-by-step
- and show you exactly how to get started
From there, you’ll be guided into activation.