Join the Optiv partner network.

Tell us a little about your business and the clients you work with. We will confirm the right partner structure for you, put it in writing, and get you set up with your booking link and co-branded materials.

Become a Partner

Fill out the form below to apply as a referral or marketing partner with The Optiv Group.
The Optiv Group helps employers evaluate tax-advantaged benefits strategies, payroll-linked savings opportunities, and modern coverage paths with compliance-aware plan design.

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Receive calculator updates, compliance education, and benefits strategy resources.
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Educational content only. Savings estimates are not guarantees and require plan-specific review.
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