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Referral Partner Program

Refer a practice. Earn when they are funded.

Healthcare consultants, practice administrators, financial advisors, and attorneys who advise provider practices can earn a referral fee every time a referred practice is approved and funded by Copay.

How It Works

Simple. Four steps.

1

Apply as a referral partner

Tell us about yourself and the types of practices you work with. Approval typically takes one to two business days.

2

Refer a practice

Share your unique referral link or introduce the practice directly to your Copay contact. We handle everything from there.

3

Practice gets approved

96% of applying practices are approved. The referred practice completes a brief application and underwriting review.

4

You get paid

Once the practice is funded, you receive your referral fee. Fee structure is provided upon application approval.

Ideal For

Who this program is built for.

Healthcare consultants advising practices on operations and finance
Practice administrators and office managers at multi-provider groups
Healthcare attorneys and CPAs advising provider clients
Financial advisors with healthcare provider client bases
Healthcare recruiters and staffing companies working with practices

What referral partners receive

Referral fee
A one-time fee paid when a referred practice completes underwriting and receives their first funding.
Tracking dashboard
A simple dashboard showing your referrals, their application status, and your earned fees.
Product materials
One-page overview and FAQ you can share with referred practices. No selling required on your part.

Start referring. Start earning.

Expand Your Solutions, New Revenue Opportunity