Partners
Cornerstone Partners
Referral fees, white label delivery, and portfolio discounts for the advisors regulated businesses trust.
Partners
Cornerstone Partners
Referral fees, white label delivery, and portfolio discounts for the advisors regulated businesses trust.
Cornerstone partners with the advisors, investors, and platforms that regulated businesses already trust. Law firms, CPAs, consultants, lenders, and software companies send us the licensing, bond, and insurance execution their clients need, and we make them look good doing it. Three programs cover most relationships: a referral program with a finder's fee, white label delivery under your brand, and portfolio discounting for investors and multi-entity owners.
Every program is free to join, and every one starts the same way: tell us who you serve and we will map the fit.
Interested in Partnering?
Become a partnerThree ways to partner
After 28 years of keeping businesses licensed, bonded, and insured, we know the fastest path to a compliant client is a good introduction. Pick the program that fits how you work.
Send us the work, we send you the fee.
Referral Program
Refer a business that needs licensing, bonds, or insurance and we take it from there. You get a finder's fee for every referral that becomes a client, and we keep you posted as the deal moves so you are never guessing where things stand.
- Finder's fee paid 30 days after the deal closes
- Fee calculated as a percentage of the contract value
- We keep you updated on the status of every referral
- No cost to join and no volume commitment
Our production, your brand.
White Label Services
Fold our compliance execution into your own service offering. Your clients see one firm: yours. Every email, update, and deliverable goes out under your brand while our specialists run the filings, renewals, and paperwork behind it.
- Client communication carries your brand, not ours
- You set the client relationship and the pricing
- Full licensing, bond, and insurance execution behind the scenes
- Scale your service catalog without hiring a compliance team
Volume pricing for multi-entity portfolios.
Portfolio Discounting
Investment companies and owners of multiple businesses get tiered pricing that grows with the portfolio. The more entities we manage for you, the lower the per-entity cost, with one point of contact across the whole book.
- Discount tiers at 5, 10, 15, and 20 or more businesses
- One account team across every entity in the portfolio
- Consistent process and reporting for each business
- Pricing locked in as the portfolio grows
Who we partner with
Whoever you serve, the boundary stays the same: you keep the relationship, we run the production behind it.
Private equity and investors
Portfolio discounting keeps compliance costs predictable across every acquisition.
Portfolio DiscountingLaw firms
Refer the licensing execution or white-label it behind your counsel. We are not a law firm and do not give legal advice.
For Law FirmsConsulting firms
Embed our execution in your engagements. We have no consulting practice and will not compete for your clients.
For Compliance ConsultantsSoftware companies
Your platform tracks the compliance program; we run the licensing workload your customers need done.
Referral ProgramStart-up advisors
Point new founders at a team that gets them licensed correctly the first time, and collect a fee for the introduction.
Referral ProgramCPAs and accounting firms
Your clients already trust you with their books. Add licensing and registered agent work without adding headcount.
White Label ServicesBanks and lenders
Refer borrowers who need licenses or bonds to close. We keep the process moving so your deal does too.
Referral ProgramReal estate brokers
Clients opening or expanding a business need licenses, bonds, and insurance. Send them our way and earn the fee.
Referral ProgramAffiliate referrers
Content sites, agencies, and networks that reach business owners can earn on every referral that closes.
Referral ProgramIn-house compliance teams
Keep the decisions and the regulator relationships. We run the filing and renewal production behind them.
For Compliance TeamsSomething else in mind?
If none of the programs fit exactly, tell us what would. Custom partnerships start with the same form.
Propose a custom partnershipPartner program FAQ
Which industries do you work with?
We work with regulated businesses across the United States, including debt collection, consumer lending, mortgage, money transmission, and other industries that need state licenses, surety bonds, or business insurance. If your client operates in a regulated space, odds are good we cover it.
When are finder's fees paid?
Finder's fees are paid 30 days after the referred deal closes. The fee is a percentage of the contract value, so larger engagements earn larger fees.
Who can become a partner?
Anyone whose clients or audience need licensing, bonds, or insurance: law firms, CPAs, consultants, lenders, brokers, software companies, advisors, and affiliate referrers. If your situation does not fit one of the three programs, ask us about a custom arrangement.
Does it cost anything to join?
No. There is no fee to join any partner program and no volume commitment. You refer when it makes sense for your client.
How do I get started?
Fill out the partner inquiry form on this page and pick the programs you want to explore. The partnerships team follows up within one business day.
Tell us which program fits
Pick the programs you want to explore and tell us a little about your business. The partnerships team follows up within one business day.
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