STEP 1
See If They Qualify
Members answer a few quick questions to check eligibility.
Give Your Members a Real Opportunity
Offer members the Working Owner role at PSM — with the chance to explore benefit options for those who qualify, and no added complexity for your organization.
BROKERS - REAL ESTATE AGENTS - CONSULTANTS - GRAPHIC DESIGNERS - SOFTWARE ENGINEERS - CONTRACTORS -
Your Members Are Already Dealing With This
If your members are independent professionals without employer benefits, they’re often:
- Out of good options
- Unsure what they’ve been offered
- Paying more than they should for less than they need
When that’s the case, you have a real opportunity to help.
A Smarter Member Offering, Without the Extra Work
A clearer, more supported experience that feels more like a sponsored benefit.
Members get:
- A real role at PSM, a data research and analytics company
- A light monthly task
- Compensation for participation
- The opportunity to explore benefit options, subject to eligibility and plan terms
- Guidance from a recruiter throughout
You get:
- A stronger, more valuable member offering
- Increased engagement and retention
- A benefit members actually use
How It Works for Your Members
A simple, guided experience from start to coverage.
STEP 2
Join and Participate
If eligible, members join PSM as Working Owners — a role that takes about five minutes a month.
STEP 3
Access Coverage
Active, eligible members may have the opportunity to explore benefit options, subject to plan terms.
A Better Member Experience
Everything is designed to feel simple, supported, and easy to navigate.
Clear, Simple Communication
Ongoing Support & Renewal Help
Step-by-step Guidance
Guided enrollment support
Building a Successful Launch
We handle the heavy lifting so your team doesn’t have to:
- Co-branded landing pages
- Member education materials
- Email campaigns and outreach
- Webinar support
- FAQs and call scripts
- Working Owner sign-up routing and support
We guide the entire process from setup to ongoing support.
- Align on fit
- Build co-branded materials
- Launch to members
Designed to be easy for your team to manage, without adding operational burden.
Simple, Structured Rollout
Real Engagement From Real Members
Members join looking for a real opportunity and a simpler experience — and stay engaged because the role is light and the support is real.
Let’s Build Something Valuable for Your Members
Give your members a real opportunity without adding complexity to your organization.