Referral fees for financial advisors and CPAs.
Help your healthcare clients get paid sooner on claims they have already submitted, and earn a referral fee when they are funded.
You advise medical practices and their owners on cash flow, tax, and financial planning, and they rely on your guidance for major decisions.
Copay turns submitted claims into next business day capital, smoothing the lumpy reimbursement cycle your clients live with. Recommending it earns you a referral fee and gives clients a cash flow advantage with nothing added as debt.
Funding on submitted claims
Next day
Your clients' eligible claims are purchased the next business day, so your recommendation delivers value right away.
What you get.
Smoother client cash flow
Replace the lumpy reimbursement cycle with predictable next business day capital on claims already submitted.
A clean recommendation
Non-recourse, with no personal guarantee and nothing added to the balance sheet as debt.
A referral fee on funded clients
Earn a transparent fee for every client who qualifies and is funded, with no cap.
Financial Advisors and CPAs, answered.
You refer a client with a unique link. When their eligible claims are funded by Copay, you earn a transparent referral fee, set in your agreement with no cap.
No. Copay purchases your client's insurance claims rather than lending against them, so there is no debt and no personal guarantee.
Once your referred client is funded, fees are paid on a regular monthly cycle, with a clear statement behind every payment.
Help clients get paid sooner, and earn when they are funded.
Join the Copay Referral Partner Program. A referral fee on every funded client, with no cap and no added workload.