Brokers & Consultants

Your Client Relationships
Are Sacred.

We are an extension of your team, not a competitor. We deliver flawless compliance and handle the administration so you get the credit.

How We Work

🤝

White-Label Service

We respect your client relationships. Whether you prefer we stay behind the scenes or work directly with your client, we adapt to your workflow. We deliver high-level service and specialized compliance to the clients you place with us.

🛡️

Audit Protection

From Section 125 NDT to COBRA notices, we handle the heavy lifting. Your clients stay compliant, and you stay worry-free.

⚡

Legendary Speed

We have a same-day response goal for all broker inquiries. No call center queues—you get a direct line to your dedicated account manager.

Our Process

How We Work Together

Implementation shouldn't be a headache. We have refined our onboarding process over 35 years to be invisible to the client and effortless for you.

The PAI Promise

📞

Same-Day Replies

🚫

No Call Centers

📝

Custom Plan Docs

🔄

Automated Renewals

Partnership Timeline

1. Introduction

You introduce us to the client (or we white-label). We validate plan design and compliance needs.

2. Implementation

We handle the data migration, generate the documents, and set up the WEX portal. You don't lift a finger.

3. Onboarding

We ship cards and welcome materials directly to employees. Your team gets a confirmation when live.

4. Ongoing

We handle the calls. We handle the claims. You handle the renewal.

National Tech. Local Soul.

We leverage the WEX Health Cloud—the same platform used by national carriers—but we wrap it in our concierge service layer. Your clients get the best technology without being treated like a number.

📱

5-Star Rated Mobile App

Participants can snap receipts, check balances, and file claims in seconds.

📊

Employer & Broker Portals

Real-time access to funding reports, enrollment data, and file feeds.

Broker Dashboard v3.8

Acme Corp

● Active

$12,450

Stark Ind.

● Active

$8,320

Wayne Ent.

● Onboarding

$0.00

Trusted by Top Advisors

★★★★★

"My clients stay with PAI. That’s the metric that matters. Their implementation team is so proactive that I don't have to chase paperwork."

Robert J.

Agency Principal

★★★★★

"Zero noise. I refer PAI because I know I won't get a call from an angry HR director 3 months later. They just handle it."

Karen L.

VP of Employee Benefits

★★★★★

"I was hesitant to move my clients from a national administrator, but PAI made the transition invisible. They handled the data migration perfectly."

James T.

Senior Advisor

Broker FAQs

Do you work directly with individuals? +

No. PAI works exclusively with employer groups and their brokers. We do not sell individual products, ensuring we never compete with our broker partners.

What is your typical implementation timeline? +

We aim for a 30-45 day implementation window to ensure all data is tested and cards are issued before the plan start date. However, we can expedite for off-cycle starts when necessary.

Can you white-label your services? +

Yes. While our standard portal carries the PAI brand, we can configure enrollment materials and communications to reflect your agency or the client's brand upon request.

Let’s Make Your Next Deal Effortless

Connect directly with a member of the PAI sales team to discuss you or your clients specific needs.

Email Sales Team