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CHOICEBrokersDoneWELL TPA
For Individuals For Companies For Affiliates

For affiliates

Your book, your downline, your commissions. Paid on schedule.

One portal to quote, enroll, and see every dollar you have earned and every dollar on the way.

Earned, deposited, and expected. One screen.

  • Next payout and future payouts at a glance
  • This month projected beside past deposits
  • Every amount net of clawbacks
  • New households, groups, and downline earnings
  • Members at risk for non-payment, flagged
  • Quote, enroll, share a link, or add a prospect in one click

Commission dashboard

Earned, deposited, and expected commission.

Payment received

Next payout

$4,318.50

Friday, ACH deposit

Future payouts

$9,960.00

Estimated until deposit day

Amounts are net of clawbacks

My overview

2 members at risk for non-payment

One link. They fill in the rest.

  1. Commission code

    Already on the link, so their level is set before they start.

  2. Personal and professional details

    Contact details and licenses. Uploaded licenses fill in the form.

  3. Tax, bank, and W-9

    Collected once, bank details encrypted. Each step can be switched off per link.

  4. Contract and signature

    Signed in the flow. The portal opens once agreements are accepted.

  • Profile checklist until every document is on file
  • No W-9, no shareable enrollment links
  • Training packages with section quizzes and certificates
  • Recruit for yourself, your downline, or your agency

Calculated for you. Deposited for you.

Splits on their own

Tiered upline distribution, agency overrides, and vendor splits on every payment. Share a household with a partner affiliate.

Paid by ACH

Payouts run as ACH batches on a schedule. Clawbacks net automatically and advances recover as commission accrues.

Every dollar explained

Per-client statements, the invoices behind each payout, a multi-payout report, and a calculator to model a deal first.

Quote it, enroll it, get paid. Same portal.

Quote workspace

Proposals, plan comparisons, and employer overviews as a PDF or a shareable web page. Send by email or text. Build it step by step or with Columbus.

Prospects

Leads from your website, a landing page, or an API feed, tracked from first contact to enrollment.

Enrollment links

Group links, short static links, and marketing links. One link carries you as the affiliate of record.

Groups and members

Manage employer groups, enrolled households, and plan changes. Billing shows who has paid.

Columbus for affiliates

An AI assistant in the portal that knows your products and your groups. A live support chat sits beside it.

Products and resources

The products you are cleared to sell, plus a resource library of documents to share.

For agency owners

Run the whole team from one login.

Recruiting an affiliate is a link with a contract code. Everything after that shows up on your dashboard.

  • Switch between your numbers and the whole agency
  • Choose which pages and products your downline sees
  • Set downline commission levels, below your own
  • Your brand on the portal: name, logo, colors, support contact
  • A leaderboard by premium or lives, this month or year to date
  • Referral tiers with a lighter portal

See the affiliate portal live.

We walk the dashboard, a payout, and a quote on the call.