When you refer a business to Custom Group Services, we make sure you’re rewarded.

For businesses that enroll in a Healthcare Spending Account (HCSA) or a

Personal Health Plan, you’ll receive a $100 Visa gift card per insured employee.

For businesses that choose a fully insured group benefits plan, you’ll

receive a $500 Visa gift card for groups with 2–5 employees, or a $1,000 Visa gift card for groups with 6 or more employees.

Your Information

Your Friend's Information

Gift cards are issued once the referred business becomes an active client.

How Does It Work?

1) Fill Out The Form

Share their name and contact details using the quick form below.

2) We Reach Out

Our team connects with them to understand their needs - no obligation, no pressure.

3) You Get Rewarded

If they choose to become a client, we send you an Visa Gift Card as our thank you.

How You're Rewarded

For businesses that enroll in a Healthcare Spending Account (HCSA) or a Personal Health Plan, you’ll receive a $100 gift card per insured employee.

For businesses that choose a fully insured group benefits plan, you’ll receive a $500 gift card for groups with 2–5 employees, or $1,000 for groups with 6 or more employees.

FAQs Section

Who should I refer?

You can refer:

- Business owners and founders

- HR managers or decisionmakers

- Companies with employees (small to midsized)

- Organizations reviewing benefits, insurance, or HR support

If they care about their people and want guidance they can trust, they’re a great fit.

When do I receive my gift card?

Once your referral officially becomes a client.

Is there a limit to how many people I can refer?

No—refer as many people as you’d like.

Do I have to sell anything?

No. We handle the conversation and followup.

Fill out the form to refer a business!

Your Information

Your Friend's Information