FOR ADVISORS
Partner with us
Built for Advisors. Backed by innovative tech. Designed for your Clients.
At National HealthClaim, we know the power of trusted relationships — and we believe the advisor-client connection is at the heart of great benefits planning. That's why our model is built around partnering with advisors like you to deliver flexible, modern solutions that make your clients' lives easier.

Who we work with
Whether you serve small businesses, large corporations, incorporated professionals, or associations — we're here to help you deliver more value and more options.
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Expand your toolkit with flexible, modern benefits.
Your clients are looking for cost-effective, customizable solutions that go beyond traditional insured plans. With NHC, you can:Offer more choice: Position HSAs, LSAs, and CoreHealth+ as stand-alone or supplemental benefits.
Win and retain business: Provide solutions that work for small businesses and incorporated professionals who may not fit standard insured products.
Stay competitive: Differentiate yourself with CRA-compliant, digital-first spending accounts and optional insured coverage.
Add value to renewals: Use HSAs/LSAs as a way to enhance or extend existing group benefit packages without adding premium costs.
✅ Whether you’re building a plan from scratch or complementing an existing benefits program, NHC gives you flexible, tax-smart options that help your clients — and make you look good.
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As a TPA, you need solutions that are simple to manage, compliant, and deliver real value to your clients. NHC integrates easily into your offering, helping you:
Simplify administration: Our digital-first platform makes claims and reporting effortless.
Stay compliant: We handle the CRA rules so you can focus on client relationships.
Expand your services: Add HSAs, LSAs, and CoreHealth+ to your benefits menu without adding operational burden.
Strengthen retention: Give your clients flexible, tax-smart options that keep them satisfied and loyal.
✅ With NHC as your partner, you can deliver the flexibility today’s employers expect — while keeping your back office efficient and compliant.
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Help clients protect their wealth while saving on taxes.
Your clients look to you for strategies that maximize financial efficiency. With NHC, you can:Unlock tax savings: HSAs turn out-of-pocket medical costs into business deductions.
Support life planning: LSAs fund wellness and lifestyle goals that align with your clients’ bigger picture.
Protect families: CoreHealth+ adds insured protection for life, travel, and critical illness at an affordable price.
Strengthen trust: Position yourself as a partner who brings holistic solutions, not just investments.
✅ NHC helps you tie benefits into the broader financial plan — creating real, measurable value for your clients.
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Design benefits that employees actually use.
Today’s workforce wants flexibility, choice, and meaningful support. With NHC, you can:Boost attraction & retention: HSAs and LSAs let employees choose what matters most to them.
Keep costs predictable: Employers only pay for what gets used — no wasted premiums.
Modernize the experience: A digital-first platform that makes claims simple and fast.
Fill coverage gaps: Add CoreHealth+ for essential protection where group plans don’t exist.
✅ NHC helps you build benefits programs that work harder for both employers and employees — simple to manage, flexible by design, and aligned with today’s HR priorities.
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Turn tax advice into tangible savings.
Your clients rely on you to minimize taxes and keep their business compliant. With NHC, you can:Reduce taxable income: HSAs convert personal medical expenses into deductible business benefits.
Stay CRA-compliant: Our platform handles the rules, reporting, and receipts.
Add client value: LSAs expand into wellness and perks, giving you more ways to help clients structure benefits.
Simplify reporting: Year-end summaries make it easy to reconcile expenses and file accurately.
✅ With NHC, you give your clients more than accounting — you give them a smarter way to use their corporate dollars.

Why Advisors Choose National HealthClaim
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Advisor-Centric Model
We recognize the vital role advisors play in growing our business. We don't compete with you — we empower you. Your client relationships stay front and center, always.
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Flexible, Tech-Driven Products
From Health Spending Accounts (HSAs) to Lifestyle Spending Accounts (LSAs), we offer modern, mobile-first benefits that are easy to explain and easy to use.
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Dedicated Advisor Support
Our team is here to help you onboard, quote, and grow. From personalized 1-on-1 training to custom demos, we give you the support you need to succeed.
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High-value commissions
NHC offers a commission structure designed to reward your expertise and effort — delivering strong payouts that reflect the value you bring, while keeping things simple, transparent, and easy to understand.
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Transparent Pricing, No Surprises
Forget monthly premiums for HSA + LSA. With NHC, it’s pay-as-you-go — per-claim funding plus a low admin fee your clients will actually appreciate.
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CoreHealth+ Complete Protection
Enhance your offering with CoreHealth+, NHC’s insured option for life’s unexpected, high-cost events. By pairing HSAs and LSAs with complete protection, you give clients peace of mind and position yourself as a whole-coverage benefits partner.