--- title: "Become a partner: refer clients for US financial access" description: "For firms, service providers and creators: refer German- or English-speaking clients outside the US who need US accounts, cards or credit. Keep the relationship; we handle the setup." url: "https://benefitsystems.io/en/partners/" source: "aus dem gebauten HTML abgeleitet" --- # Refer the right clients. We provide US financial access. Do your clients ask about a US account, US cards or US credit? Benefit Systems helps German- and English-speaking businesses and individuals outside the US access the US financial system. You keep the client relationship and your field. - One introduction is all the work you need to do - Roles, data protection and compensation agreed before the first case - No minimum volume and no exclusivity ## Three ways to work together Choose the route that fits your client base or audience. We settle the details on the partner call. ### Tax and law firms Firms with international clients, including US firms serving German- or English-speaking clients outside the US. Typical trigger: A client asks about a US LLC, account or credit history. You do not want to build the setup or own that responsibility. Your benefit - A setup that complements your advice without entering your field - Tax and legal questions stay with you - Documentation you can use for your engagement - An expert talk for your clients, if useful Starts with: a case-by-case referral ### Service providers with a client base Amazon and e-commerce agencies, shop and fulfilment providers, agency networks and relocation services. Typical trigger: Your clients expand into the US and ask about an account, EIN or card. You need a reliable answer without building a new service. - A ready answer without creating a new offer - Your client stays your client and your field stays protected - A tag that attributes enquiries to you - A joint webinar for your clients, if useful Starts with: a referral, then an optional expert format ### Associations, communities and creators Associations and chambers, founder communities, podcasts, and finance or business creators. Typical trigger: Your audience asks about US banking and cards. You want to provide substance without inflated promises. - A 30 to 45 minute expert talk with no sales pitch - Figures from real setups with source and data date - Clear boundaries instead of tax tricks or outcome claims - A joint article or co-webinar Starts with: an expert talk, co-webinar or article ## One message from you, five clear steps You spot the right case and make the introduction. We check, advise and deliver the setup. ### Partner call We clarify your audience, typical cases and the right route. ### Agreement Roles, data protection and the open compensation model are recorded before the first case. ### Introduction Your client names your tag in the booking or you introduce them with a short message. ### First call We check requirements, timing and economics and say so if it is not a fit. ### Feedback You receive an update where your client has given consent. ## Which of your clients fit You do not need to know US cards. These lists are enough for a first screen. ### Likely a fit - Businesses based outside the US with real US activity, such as US customers, amazon.com, a US subsidiary or a US ad budget - Ongoing dollar spending by card for advertising, software, cloud, travel or inventory - Individuals planning a move to the US in six to eighteen months - Willingness to travel to the US once for the full setup - A six to twelve month horizon rather than a quick fix ### Not a fit - No US business, only a wish to route local spending through the US - Card-eligible spending below about 3,000 euros per month - A promise that an LLC will make the client tax free - Crypto, gambling or aggressive supplements - A move to the US in less than three months - Expecting a guaranteed approval, score or timeline ## Everything you can pass on today Link to a page or copy the template. You do not need to explain US banking yourself. ### Calculator The potential from the client's own spending, with the calculation shown. ### Webinar Thirty minutes on process, requirements and boundaries. ### Case studies Documented trips with points, cash price and receipts. ### Services Eight building blocks with requirements, process, cost and boundaries. I thought of you because you are working with the US market. Benefit Systems helps build US accounts, US cards and US credit. Here is the overview: [insert link] Your tag attributes enquiries to you. It will later appear in an address such as /en/calculator?von=your-tag. ## Transparent rules before the first client The amount stays open until the model is decided. There is no hidden participation and no referral without a clear agreement. #### What is already clear - **Beforehand:** Roles, data protection and any compensation are agreed in writing before the first case. - **Disclosure:** Your client is told whether and how compensation is paid. There is no hidden fee. - **Independence:** A referral never depends on a particular card. The spending profile decides what fits. - **Firms:** If your professional rules do not allow a referral fee, we work without one. We clarify the permitted form beforehand. - **Creators:** Paid recommendations are labelled as advertising. - **Associations:** An expert talk can be provided without a sales pitch and without compensation to the association. ## Who does what ### Benefit Systems - Builds the US account, cards and credit history - Contracts and bills your client directly - Provides documentation for your professional work - Shares updates only with your client's consent ### You - Keep the relationship with your client - Handle tax and legal advice in your field - Keep your own services and expertise - Decide whom to refer ## What partners want to know first ### What does a partnership cost me? Nothing. There is no fee, minimum volume or exclusivity. ### Who owns the client? You keep the client relationship. Your client signs a separate contract with Benefit Systems for US financial access. We do not offer services from your field. ### Do I need to know US credit cards? No. You only need to spot a suitable case. We clarify requirements and details directly with your client. ### What may I promise my client? No outcome. Banks and authorities decide on accounts, cards and limits. We prepare, accompany and document. ### What happens if my client does not fit? We say so openly in the first call and sell nothing. You receive a clear update where your client has consented. ### How is compensation handled? The model and any amount are agreed in writing before the first case and disclosed to the client. Until then, we publish no fixed amount. ### How are data protection and consent handled? Contact details are shared only with your client's consent. The details are in the agreement before the first case. ### Can I partner if I am based outside the US? Yes. What matters is that you reach German- or English-speaking clients outside the US. You can be located anywhere. ## Find the right route together Bring the audience you reach and the US questions your clients ask. We will define the next step on the partner call.