ProAdvisor Revenue Share

A new way to thank you for our shared success

Introducing the ProAdvisor Preferred Pricing revenue share—a program that recognizes the work you do recommending, setting up, and onboarding new clients to Winston Health products. You’ll now receive 30% of the billed price your client pays each month on new Winston Health subscriptions.

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Client discount

Pass along a 50% discount to your client for 3 months, plus their first month is free.

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Grow revenue

You’ll receive 30% of the billed price on base subscription fees.

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Save time

Your client is charged directly, so you spend less time managing subscriptions.

Enrolling your firm in revenue share

This must be completed by your firm’s primary admin or firm owner, and you’ll need your firm’s tax ID to begin.

1. Sign in to Winston Health Advisor. Select the account icon.

2. Select Subscriptions and billing.

3. Click the Revenue share payouts tab and click the Get started button.

4. Complete and Submit the application.

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Adding a client as part of revenue share

Once your firm is enrolled in the program, it’s easy to start a new client subscription with revenue share:

1. From Winston Health Advisor, select Add client.

2. Select Revenue share under the Bill my client option, and then select the Winston Health product(s) for your client.

3. Add your client’s information and select Save.

We’ll email your client with instructions for how to access their new account. They’ll need to add their payment information to activate the subscription and receive a 50% discount for the first 3 months. Clients are not notified of a firm’s participation in the revenue share program.

General FAQs

Learn more about the revenue share program

Who is eligible for revenue share?

All Winston Health Advisor firms are eligible to apply to enroll in the revenue share program. Only the primary admin and full access users can enroll a firm in the revenue share program. Revenue share is payable to the firm, not to individual employees or team members.

Do I have to pay to participate in revenue share?

No, there is no fee to sign up for or participate in the revenue share program.

For how long will I be eligible to collect revenue share payouts for clients I add through the program?

You will be eligible to collect revenue share payouts for as long as your client continue their paid subscription. The subscription must be billed to your client. If your client takes advantage of a free trial, there will be no money paid out for that time.

How and when do I get paid?

Once you’re enrolled in the revenue share program, you’ll receive a monthly payout for all eligible client-billed subscriptions added through revenue share. Please note that it can take 1 to 2 months to begin receiving payouts after a subscription is started since your client may begin with a 30-day free trial and the payout is calculated only after your client begins paying. Payouts will be made once a month to all eligible Winston Health Advisor firms and sent via direct deposit to the account you specify during enrollment. 

One Platform for Reducing Healthcare Costs

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