The TPA partner your self-funded clients renew with.
SmartTPA is the modern platform benefit brokers use to win self-funded business and retain it through renewal cycles — co-branded reporting, transparent compensation, and onboarding that doesn’t stall a signed deal.
Built to meet the strictest healthcare standards
- HIPAA Aligned2026 Security Rule
- Security-First ArchitectureSOC 2 in progress
- AES-256 EncryptionAt rest & in transit
- Immutable Audit Logs7-year retention
- Clearinghouse-Ready EDIClaims in, remittances out
Built for the broker workflow — not retrofitted for it.
Every feature in SmartTPA was shaped by what brokers told us they needed: speed, transparency, and a partner who picks up the phone. See the partnership tiers or explore the platform.
Built for renewals
Happy clients stay. Real-time dashboards, a transparent fee structure, and a member experience clients notice — the things that make a book sticky at renewal.
Win more self-funded deals
Walk into finals with designs the incumbent can't match — pass-through pharmacy, a reference-based pricing option — and a live dashboard instead of a static deck.
Co-branded reporting
Quarterly reviews generated automatically. Branded with your logo. Send directly to clients or export to your CRM.
Sales tools that close
A self-serve RFP response library, co-branded pitch materials, and a live partner dashboard — the tools to pitch, win, and renew self-funded groups.
Onboarding that doesn't stall deals
The platform builds the plan from your client's documents and verifies it with test claims — no more implementation windows that kill a signed group's momentum.
No compliance surprises
Aligned to the 2026 HIPAA Security Rule from day one. No bolt-on security, no audit failures, no uncomfortable mid-year client conversations.
From application to your first deal — without the runaround.
Apply
A 15-minute intake call, a straight yes or no within 24 hours, and the reasons either way.
Onboard
Access the partner portal, RFP library, and co-branded marketing materials.
Close
Pitch with the live dashboard, or hand us the prospect. We bring the platform, the proposal, and the answers — you bring the relationship.
Renew
Quarterly business reviews and automatic renewal reports that make the case for you at renewal time.
Everything you need to win and retain self-funded business.
Every SmartTPA partner gets access to the tools, content, and team that make self-funded placements easier — and stickier.
- Co-branded marketing and proposal materials
- Self-serve RFP response library
- Quarterly business review reports (auto-generated)
- Live partner dashboard with book metrics
- Priority RFP response (48 hours for Preferred+ tier)
- Every group in your book — status, funding, renewal date
- Compensation itemized to the dollar, CAA-disclosure ready
- Claims and spend trends per client, updated in real time
- Quarterly business review reports, generated automatically
Three partnership tiers. Built to grow with your book.
Referral Partner
For brokers new to self-funded
- Standard partner compensation
- Self-service RFP library
- Monthly partner newsletter
- Online training portal
- Client dashboard access
Preferred Partner
For brokers building a self-funded book
- Enhanced partner compensation
- Quarterly business reviews
- Co-branded marketing materials
- Priority RFP response (48 hrs)
- Early access to new features
Strategic Partner
For brokers with an established book
- Custom partner compensation
- Joint go-to-market programs
- Quarterly executive business reviews
- Custom integrations (CRM, etc.)
- Referral program for sub-brokers
Ready to partner?
Join the SmartTPA broker network.
Tell us about your book. We'll get back to you within 24 hours with next steps — no long forms, no corporate runaround.