Broker
Advisory Membership
Empowering Brokers to Compete and Win Through HR Technology
Transform HCM from ‘Free Value-Add’ to Profit Center
The Broker Advisory Membership (BAM) gives your agency access to on-demand HR tech expertise, strategy, and support to strengthen client relationships, win new business, and stay ahead of the competition. Deliver more value. Retain more clients. Grow your book. Without adding headcount. Use HR tech to open doors, grow revenue, and win the AOR by positioning your producers as trusted advisors who solve client challenges with confidence. We’ll help you:
Lead with Tech
Open new doors through targeted HCM conversations
Close with Confidence
Equip producers to identify technology opportunities and win more deals
Add HCM Expertise
Access expert HR tech support, no new hires required
Your Clients’ HCM Technology Frustrations are Your Opportunity
Clients face payroll errors, broken integrations, and compliance gaps. Without guidance, they often rush to replace systems that could be fixed.
BAM helps your firm step in as the trusted advisor by diagnosing, optimizing, and guiding HR tech decisions that strengthen client trust and retention.
You don’t have to know every platform, just have the right partner behind you.
Your All-Access Pass to HR Tech Expertise
We’re the intentional pause before a costly decision to rip and replace. Together, we uncover what’s not working, optimize where possible, and move only when it truly makes sense.
The BAM Advantage
Built for brokers. Powered by partnership. Proven by results.
Included in BAM:
- On-demand HR technology guidance
- “Tech Therapy” sessions for strategy
- Unlimited HR Tech Assessments
- Unlimited Vendor Evaluation guidance
Why Join?
- Protect and grow your book of business
- Elevate your brand and differentiation
- Expand capabilities without adding headcount
- Stay ahead with insider HR tech insights
What Our Partners are Saying
FAQs
Why do brokers subscribe to the Broker Advisory?
Partnering with HCM Unlocked provides expertise to your clients to drive retention, engagement, and satisfaction.
What is “tech therapy”?
Tech therapy is your client’s opportunity to speak with an expert who knows the market of HCM tech and understands what similar businesses are facing. The outcomes can be assisting to select a new vendor, or helping to unlock the capabilities of your current one.
With the membership, can our brokerage also utilize HCM Unlocked for internal projects?
Yes! We support your brokerage with the tech therapy sessions and HCM Unlocked’s full suite of services.