Associate tiers

Level 1 vs Level 2 associates

Both tiers help clients reach trusted professionals — but they earn and operate differently. Level 1 is a referral partner who introduces clients and collects a referral fee. Level 2 is an agency agent who sells a linked professional's services under an agreement and earns the larger agency share. Level 2 also keeps every Level 1 client-posting ability.

Choose your role See full comparison

Associate — Level 1

Referral partner

You earn

~5%referral fee on the paid invoice

Invite clients and post cases on their behalf (with their consent).
The professional takes over the client and delivers the work.
Authorized by a Case-Posting Consent granted by the client.
Cannot invoice clients directly — the professional bills the client.
No agency posting, Case Board, or proposals.

Best for people who bring clients and want a clean, low-effort introduction fee without managing delivery or billing.

Superset of Level 1

Associate — Level 2

Agency agent (associate / service provider)

You earn

up to 40%agency share set by the agreement

Rate is negotiated per Agent Agreement and must be greater than 0%.

Sell a linked professional’s catalog, scoped by the chosen agreement.
Post for professionals, work the Case Board, and submit proposals.
Keeps every Level 1 ability — invite clients and post client cases.
Authorized by an Agent Agreement signed with the professional.
Earns the major agency share — capped, but far above a referral fee.

Best for agents and firms who want to actively sell and manage a professional's services and earn the larger agency share.

Side-by-side comparison

Feature comparison between Level 1 and Level 2 associates
Capability	Level 1 — Referral	Level 2 — Agency agent
Primary role	Referral partner	Agency agent
Who owns the clientWhose relationship the client ultimately sits under.	Professional takes over the client	Agent works the linked pro’s book
Authorization basisWhat has to be in place before you can act.	Client consent (Case-Posting Consent)	Professional agreement (Agent Agreement)
Post client cases (on behalf of a consenting client)	Yes — Yes — hands off to the professional	Yes — Yes — inherits L1 client posting
Post for a professional (agency posting)	No — Not available	Yes — Yes
Case Board + submit proposals	No — Not available	Yes — Yes
Sellable servicesThe catalog you can put in front of a client.	Referral only — hand the client to the pro	The linked professional’s catalog, scoped by the agreement
Invoice clients directlyThe redesign removed the L1 direct-invoice path entirely.	No — Blocked — the professional bills the client	Billing runs through the agency agreement
How you earn	~5% recommendation / referral fee on the paid invoice	Agency share via the agreement rate (capped at 40%)

Rates shown reflect current platform configuration and may be adjusted per associate or agreement.

Which one should you choose?

Choose Level 1 if…

You mainly refer clients and want a simple introduction fee.
You’d rather the professional own delivery, billing, and the relationship.
You want the lightest-touch way to participate and get paid.

Choose Level 2 if…

You want to actively sell a professional’s services under an agreement.
You want the Case Board, proposals, and agency posting tools.
You want the larger agency share — and still keep L1 client posting.

Ready to apply?

Pick the tier that fits how you work. You can always talk to the team about moving up to an agency agreement later.

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