Referral Partner Program

Refer a practice. Earn a fee. No integration required.

Independent billers, consultants, CPAs, attorneys, and practice management companies earn a referral fee for every provider client who qualifies.

Why partner with Copay.

Earn a referral fee on every funded client you send

Zero integration or technical lift

Your client relationship stays yours

Dedicated partner support

Who refers

Built for the people practices already trust.

Five kinds of partners, one referral fee. Wherever you sit next to a practice, there is a place for you here.

Independent Billers and Coders

You already see the cash flow gap. Now you can help close it.

Healthcare Consultants

Add a cash flow advantage to your advisory practice.

Financial Advisors and CPAs

Help your healthcare clients get paid sooner.

Healthcare Attorneys

Refer clients with receivables challenges.

Practice Management Companies

A cash flow layer your clients actually need.

Partnership benefits.

Transparent referral fee structure

Know exactly what you earn on every funded client. No hidden tiers.

Dedicated partner manager

A real point of contact who helps your referrals convert.

Marketing materials provided

Ready-to-send explainers so you never start from a blank page.

No cap on referrals or earnings

Refer as many clients as fit across your book.

Get in touch.

Tell us where you sit and a partner manager will get you set up. It takes a couple of minutes.

Referring clients to Copay added a revenue line we did not have before, and our clients thank us for the introduction.
Partner name, Title, CompanyPlaceholder
Prefer to route claims directly? See the Network Partner Program · how Copay works
Common questions

Referral partner questions, answered.

You earn a transparent referral fee for every provider client who qualifies and gets funded. The amount is set in your partner agreement and there is no cap on how much you can earn.

Referral fees are paid once your referred client's claims are funded, on a regular monthly cycle, with a clear statement behind every payment.

No special license is required to make an introduction. You refer the client, the relationship stays yours, and Copay handles onboarding and funding from there.

Yes. There is no cap on referrals or earnings, so you can refer as many provider clients as fit across your book.

Your network already needs this.

Refer the practices you already work with and earn a fee on every funded client. No integration, no cap.