Exclusive Benefits for Members

Business is better with a partner.

Safe Haven Payments is the preferred payments and payroll partner and local agents for {{name}} members. Member-only pricing, one team for all of it, and a rep {{local}}.

Get a free statement review Upload a statement

Upload one statement. We show you what you're really paying — and if staying put is your best move, we'll tell you.

Member savings snapshot

{{shortName}} group benefit · averages

Member
pricing

QuickBooks merchants — cardaverage savings per $100K processed: −$3,000
QuickBooks merchants — ACHaverage savings per $100K processed: −$500
Non-rate billingall merchants · junk fees removed on switch: −$50/mo
Retirement plan tax creditsthrough Safe Haven Payroll: up to $16,500
Safe Haven account fees: $0
Your review shows your real number: Free

Averages across Safe Haven merchants. Individual results depend on volume, card mix, and business type.

Illustration of the Grand Strand: a local storefront, card reader, pier at sunset, and the SkyWheel

Counter checkout at a quick-service restaurant

A powerful business partner

Built to find the money your business is losing.

Most owners never see their true costs. We make them visible — then fix them.

Free statement review

See everything you're paying, added into one honest number.

Business diagnostic

A clear look at the places money quietly slips away — processing, payroll, coverage, and cash flow.

Guided onboarding

Equipment, setup, and training handled for you — in person, {{local}}.

The Safe Haven family

One partner for payments — and everything money touches.

Every {{shortName}} member benefit, under one roof. Start with one, add the rest when you're ready.

Member benefits through the {{name}}

Safe Haven Payments

Merchant processing

Zero Safe Haven account fees
Lifetime pricing, not a lifetime contract
Free, insured devices on most accounts

Member payment benefits Self-serve Square by Safe Haven

Square solutions

No Fees Cash Discount or 2.6% + 15¢
Local setup and training if you want it
Website, menu, and SEO may qualify free

Get Square your way Safe Haven Payroll

Payroll & benefits

First two employees free
Setup and implementation fees waived
401(k) with up to $16,500 in tax credits

Member payroll benefits Safe Haven Insurance

Insurance

Personal and commercial, one agent
Quotes shopped across multiple carriers
Licensed in all 50 states

Protect what you've built Safe Haven Financial

Capital access

Working capital, term loans, SBA, equipment
One application, many competing lenders
Clear terms in plain English

Explore funding Safe Haven Membership

Employee savings

Real savings for your employees
Easy to offer, no burden on you
A retention perk your people keep

See employee benefits

Only for {{shortName}} members

What membership gets you on day one.

Zero Safe Haven account fees

No yearly account increases or surprise assessments from us.

Lifetime pricing

Your member rate stays yours — without a lifetime contract holding you in place.

Contract buyouts & price match

Stuck in a contract? Qualifying members get buyouts, and we'll match your price or beat it.

Same-day funding from 0.00%

Get paid the same day, on most accounts, for as little as nothing.

Free, insured devices

Clover, Square, PAX, Valor, Dejavoo and more — with insured replacements on most accounts.

A rep down the road

Direct local support for payments and payroll — one partner, one phone number.

Bundle and see if you qualify for free payroll.

Use Safe Haven Payments and Safe Haven Payroll together and you may qualify for free payroll, no monthly account fees, and full or partial reimbursement of your {{shortName}} membership dues.

Check my bundle

Grow with Safe Haven

Not a business owner? There's still a place for you.

Partner with us

Bookkeepers, accountants, CPAs and advisors: refer your business clients and earn a residual for as long as each account stays active.

Become a referral partner

Join the team

People over quotas. Coaching instead of quota managers, a bridge for new reps, and real succession plans for experienced ones.

See the paths

How switching works

Reviewed, proposed, and switched — with minimal effort on your end.

1

A fast, honest review

Send one statement. We show you what you're really paying — and show our work.

2

One partner, every solution

Payments, insurance, payroll, benefits, and capital. One call. One team.

3

Real people, real support

If staying put is your best move, we'll say so. If switching is, we handle everything.

{{shortName}} members save on payments

Pricing you can actually read.

Card, ACH, and integrated payments at {{shortName}} member rates — with a team that answers when you call.

$3,000QuickBooks merchants · card savings per $100K

$500QuickBooks merchants · ACH savings per $100K

$50/moavg. non-rate billing cut

Member payment benefits

Lower cost, no lock-in.

Zero Safe Haven account fees and no yearly increases or surprise assessments.
Lifetime pricing, not a lifetime contract.
Contract buyouts, and we'll match your price or go lower for qualifying members.
Same-day funding from 0.50% down to 0.00%, including high-risk accounts after consultation.
Preferred high-risk pricing and terms for high-risk business types.
Extra incentives when you invoice through E-check or QuickBooks Online.
HIPAA-compliant medical software for any size practice or specialty.

Where the average savings come from

Most savings don't come from a lower headline rate. They come from setting your account up properly for how you actually get paid.

$3,000Card, per $100K — QuickBooks merchants

$500ACH, per $100K — QuickBooks merchants

25–30%Avg. effective-rate reduction

8–12 yrsAvg. client retention with our reps

On most accounts

Free, insured devices.

The hardware you already know — free on most accounts, with insured replacements.

CloverSquarePAXIngenicoDejavooValorMobileKioskSelf-serveAutomatic dual pricingHundreds more POS systems

Integrated payments

Custom to your software.

Payments should meet your systems where they are — not the other way around.

POS & in-store

Countertop, mobile, kiosk, and integrated point of sale.

Online & e-commerce

Custom online checkouts, carts, gateways, and dual pricing.

Invoicing & ACH

Recurring billing, online ACH, client portals, and virtual terminal.

ISV partnerships

Building software? Embedded payments from build to launch.

Also built for

RentalsMembershipsMost gatewaysHIPAA-compliant medicalFleet & petroField managementInvoicing

How the card is taken (Flat Rate plan)	Square's fee
In person — tapped, dipped, or swiped	2.6% + 15¢
Online — your website or payment links Cost-saving opportunities →	3.3% + 30¢
Invoices Cost-saving opportunities →	3.3% + 30¢
Manually entered (keyed in) Cost-saving opportunities →	3.5% + 15¢
Buy Now, Pay Later (Afterpay)	6% + 30¢

{{shortName}} members save on payroll

Accurate payroll, and benefits people stay for.

Full-service payroll and HR from the same team that runs your payments — with {{shortName}} member terms that make switching painless.

2 freefirst employees

$0setup & implementation

$16,500retirement tax credits

Safe Haven PayrollPAYROLL AND HR SERVICES

Member payroll benefits

No cost until you use it.

First two employees free.
Guaranteed run coverage — payroll goes out on time.
No cost until used and easy onboarding.
Set-up and implementation fees waived.
Flexible terms that reduce or eliminate transition costs — most members qualify for no early termination cost, and there are no legacy locked-in contracts.

Exclusive packaged pricing

PayrollTax filingsAdvanced HREmployee self-serviceHR fundamentalsDedicated serviceRecruiting & retentionLabor posters — physical & digital401(k) integrations

Employee retirement

Up to $16,500 in tax credits.

Offer a retirement plan and qualifying businesses can offset the cost with federal tax credits.

401(k) & Roth IRA
Safe harbor plans
Automatic payroll sync
Tax credit guidance
Easy rollovers

Safe Haven MembershipMEMBERSHIP SERVICES

An employee savings app your team will use.

A benefit for your employees — real everyday savings, easy to offer, no burden on you. It's the retention perk people actually keep.

Simple savings tools for employees
Easy to offer, easy to use
No cost to set up for members who bundle

Bundle payments and payroll.

You may qualify for free payroll, no monthly account fees, and full or partial reimbursement of your {{shortName}} dues.

See if I qualify

Commercial and personal insurance

One agency for everything you've built.

Your business, your vehicles, your home, your family — protected under one roof. We're independent, so we shop the market for you and stand beside you when it counts.

50 stateslicensed nationwide

2 linespersonal & commercial

12+coverages that fit together

Safe Haven InsuranceCOMMERCIAL AND PERSONAL INSURANCE

Both lines, one roof

Personal and commercial handled by one team that sees your whole picture.

Licensed in 50 states

Open a second location or move — your coverage and your agent come with you.

Independent choice

We work for you, not one carrier. Every quote is shopped across multiple insurers.

A real advocate

Claims, renewals, certificates — one number, someone who knows your account.

For the business you're building

Commercial insurance

General liability

Third-party injury, property damage, and the lawsuits that follow.

Commercial auto

Vehicles your business owns, leases, or hires — and the people who drive them.

Workers' compensation

Medical care and wage replacement for injured employees, compliant in every state.

Business owners policy · property · professional liability

Property and liability bundled, plus E&O for the advice and services clients pay you for.

For the life you're living

Personal insurance

Auto

Liability, collision, comprehensive, and uninsured-motorist protection.

Homeowners, renters & condo

The structure, what's inside, and your liability — plus what standard policies miss.

Life

Term and permanent policies for the people who depend on you.

Umbrella · motorcycle, RV & boat

Extra liability above your limits, and specialty coverage for weekends on the water.

How it works

From quote to covered in three steps.

1

Tell us what you need

A few minutes of questions about your business, home, or vehicles.

2

We shop the market

A licensed agent compares carriers and walks you through options in plain English.

3

You're covered

Pick the policy that fits. We handle the paperwork, the carrier, and every renewal.

Request an insurance quote

Capital and funding partners

Working capital for the business you're building.

Your team gets paid before your clients pay you. We bridge that gap — through a deep network of banks, private lenders, and institutional partners — so growth never becomes a cash crunch.

20+ yrscombined lending experience

5 programscombined to fit your deal

24–48 hrstypical working-capital approval

Safe Haven FinancialCAPITAL AND FUNDING PARTNERS

Financing solutions

Funding built around your business.

Working capital

Smooth out cash flow, cover payroll, or fund the next stage of growth.

Term loans

Predictable payments over a set term, including interest-only structures.

Business lines of credit

Revolving, asset-based credit — pay only for what you draw.

SBA loans

Government-backed financing for expansion, real estate, and refinancing.

Equipment financing

The machinery and technology you run on, without draining reserves.

Not sure which fits?

Tell us about your business and goals — a specialist will map the options, often more than one.

Free consultation

The Safe Haven difference

We get the difficult deals done.

Banks say no for reasons that have nothing to do with the strength of your business. We package your file properly, match it to the right lenders, and combine products when one loan won't cover it.

One application, multiple competing funding sources
Options for newer businesses and imperfect credit
No hidden fees — terms explained in plain English
A dedicated specialist from first call to funding

How it works

From application to funding in three steps.

1

Apply in minutes

A short application online or by phone. No cost, no obligation.

2

Review your options

We shop our lender network and walk you through offers side by side.

3

Get funded

Many programs fund within days of approval — some in 24–48 hours.

{{shortName}} members save by referring

Know a business that's overpaying? Get paid to tell them.

Refer fellow {{shortName}} members, neighbors, and vendors. When they onboard, you earn — and they get member pricing.

SHPPARTNERPAYMENTSPAYROLL

Refer a business that onboards

Any business you send that signs up and goes live.

Volume-qualifying businesses

Larger processors earn you a larger reward, based on qualifying volume.

We pay
your agent

Refer your agent

Don't lose a trusted agent over pricing, deals, or access. Refer them to us instead.

Rewards paid after the referred business is approved and processing. Amounts and eligibility may vary by program.

Send a referral

Tell us who to call.

We'll reach out within one business day and let them know you sent them.

Partner with us · bookkeepers, accountants & CPAs

Your clients trust you with their numbers. Help them keep more of them.

Refer your business clients to Safe Haven for a free statement review. They get member-level pricing and one team for payments and payroll. You earn a residual for as long as each account stays active.

Become a referral partner See what referrals are worth

Safe Haven PartnersDIRECT REFERRAL PARTNERS

Why advisors refer to Safe Haven

You already see where the money leaks.

You reconcile the deposits, file the payroll taxes and read the statements. We fix what you find, and you stay the hero.

Built for QuickBooks books

Our QuickBooks merchants save an average of $3,000 on card and $500 on ACH for every $100K processed. Deposits land clean, so there's less to reconcile each month.

A statement review you can hand over

Send us a client's statement and we return one honest number: everything they pay, added up, and what it should be. If staying put is their best move, we say so.

Payroll that files itself

Full-service payroll with tax filings and HR, the first two employees free, and 401(k) plans with up to $16,500 in tax credits for qualifying businesses.

Invoicing and ACH that get paid

Recurring billing, online ACH, client portals and a virtual terminal. Extra incentives apply when clients invoice through QuickBooks Online or e-check.

Square or full-service, their choice

Self-serve Square with local setup and training, or full-service processing on Clover, PAX, Valor and more. Free, insured devices on most accounts.

No lock-in for your clients

Zero Safe Haven account fees, lifetime pricing without a lifetime contract, and contract buyouts for qualifying businesses. Nothing you'd be embarrassed to recommend.

Partner possibility calculator

What could your referrals be worth?

Refer a business once and earn a residual for as long as it stays active. Here's what a handful of introductions could mean for your clients, and for you.

Business clients you'd introduce this year: 10

Typical monthly card volume

Typical monthly ACH volume

Estimated results

$0What your clients could save each year, based on our QuickBooks merchant averages ($3,000 card and $500 ACH per $100K processed)

$0Your onboarding rewards at $150 per business that goes live. Volume-qualifying businesses pay $500–$3,000 each.

Monthly residualPaid on every account you refer, for as long as it stays active. Your rate is set in your partner agreement.

Estimates for illustration only, not a quote. Actual savings come from each client's statement review.

How the partnership works

From introduction to residual in four steps.

1

Apply

Tell us about your firm. You get a partner ID and a local Safe Haven agent assigned to your referrals.

2

Introduce

Send clients through your referral form or a warm intro. Every lead carries your partner ID, so credit is never in question.

3

We take it from there

Your agent runs the statement review, handles the switch, and keeps you in the loop, without extra work for your team.

4

Track and get paid

Follow referral status, referred accounts and payouts in your partner portal. Residuals are paid monthly.

Who partners with us

Built for the people business owners already trust.

CPAsBookkeepersAccountantsTax preparersQuickBooks ProAdvisorsFractional CFOsFinancial advisorsInsurance agentsBenefit brokersBusiness consultantsWeb developers

Direct referral partners

Individuals and firms (accountants, bookkeepers, brokers and more) who refer clients and earn a residual.

Business associations

Chambers, referral groups and national associations bringing trusted solutions to their members, like the {{name}}.

Membership partners

Bring your own service to every business and employee in the Safe Haven Membership program.

ISOs & teams

From individuals to whole operations, there's a fit for you. See the team side.

Become a referral partner

Let's talk about your clients.

Tell us about your firm and we'll set up your partner ID, your referral form, and an introduction to your local agent.

No cost and no quotas
Your client relationships stay yours
Co-hosted workshops for your clients, if you want them
One partner support team for documents and questions

Partner support{{partnerEmail}} Call us{{phoneMain}}

Your name

Firm name

Email

Phone

You are a

Business clients you serve

Your clients mostly use

QuickBooks Online QuickBooks Desktop Xero Other

How you'd like to work together

Refer clients Co-host a workshop Review my firm's processing

Anything we should know?

Sent to Safe Haven partner support as a Partnerships inquiry from the {{shortName}} site.

Join the team · our team is growing

People over quotas.

Whether you're protecting a book you've spent a career building or you're new and want real mentorship and financial support, there's a place for you at Safe Haven.

Apply or schedule a call See the paths

Safe Haven PaymentsJOIN THE TEAM

What we believe

Built around the people who build it.

Protection through retirement

Retire with a succession plan and a dedicated retirement team
You choose the local rep who carries your clients forward
Incoming reps shadow you, so relationships transfer intact
Generational beneficiary protections, not book buyouts

Career growth coaching

Career coaches, not quota managers
People over performance-improvement plans
Leaders who understand the industry's growth cycles
Weekly training on winning and managing partners

Investment in new reps

A financial bridge between your first client and your hundredth
Retroactive schedules, not milestone gates
Residuals on the book you build
Mentorship from producing reps in your market

Ways to join

Find the path that fits where you are.

Most common

Safe Haven Direct Account Executive

Represent the full Safe Haven family in your community (payments, Square, payroll, insurance, financing and membership) with local support behind every deal.

Leadership

Regional Director · coastal Carolinas

A producing role that also coaches and manages agents across coastal North and South Carolina, and interviews new candidates for the territory.

Independent

Independent agents & managers

Keep your independence and your brand while using Safe Haven's solutions, pricing and support. Solo agents and managers with teams are both welcome.

Teams

Offices & team transitions

Bring a whole team or office. Get stability and room to grow, without constant organizational changes or quota burnout.

Local reps get local partner leads.

Member referrals from the {{name}} are routed to the Safe Haven rep who covers that area, so you build your book in your own community.

Join the local team

Apply or schedule a call

Tell us where you are in your career.

No pressure and no quotas in the first conversation. We'll learn what you want and show you how Safe Haven fits.

Hiring team{{hiringEmail}} Call us · Monday–Friday, 9 am – 5 pm{{phoneMain}}

Your name

Email

Phone

City & state

I'm applying as

Payments experience

Interested in

Direct Account Executive Regional Director Independent agent / manager Team or office

Resume (optional)

Drop your resume here

PDF or Word · up to 20 MB

Choose a file

Anything you'd like us to know?

Sent to the Safe Haven hiring team as a Hiring inquiry. Your details stay confidential.

{{shortName}} member savings

Your free statement review starts here.

Questions, savings, reviews — tell us how we can help. A local rep will reach out promptly.

Upload your statements right here — PDF, photo, or spreadsheet
Free, no-obligation statement review — no call required
Your numbers stay confidential
Monday to Friday, 9 am – 5 pm

Local line{{phoneLocal}} Toll-free{{phoneMain}} Member services{{memberEmail}}

Submit a referralEarn {{referBasic}}–$3,000 per business QR code: Square for Collaborative members

Square for {{shortName}} membersCash discount · flat rate 2.6% + 15¢

Your name

Business name

Email

Phone

I'm interested in

Monthly card volume

Employees

Your statements

Drop your processing or payroll statements here

PDF, photo, or spreadsheet · up to 10 files, 20 MB each. The last 1–3 months works best.

Choose files Take a photo

How can we help?

Sent to {{memberEmail}} as a {{shortName}} member lead. Your statements stay confidential.

Business is better with a partner.

Built to find the money your business is losing.

Free statement review

Business diagnostic

Guided onboarding

One partner for payments — and everything money touches.

Merchant processing

Square solutions

Payroll & benefits

Insurance

Capital access

Employee savings

What membership gets you on day one.

Zero Safe Haven account fees

Lifetime pricing

Contract buyouts & price match

Same-day funding from 0.00%

Free, insured devices

A rep down the road

Bundle and see if you qualify for free payroll.

Not a business owner? There's still a place for you.

Partner with us

Join the team

Reviewed, proposed, and switched — with minimal effort on your end.

A fast, honest review

One partner, every solution

Real people, real support

Pricing you can actually read.

Lower cost, no lock-in.

Where the average savings come from

Free, insured devices.

Custom to your software.

POS & in-store

Online & e-commerce

Invoicing & ACH

ISV partnerships

Do it yourself. Never by yourself.

Website builds & redesigns

Menu upgrades & print

SEO services

Self-serve from day one

Local setup & training — if you want it

A real person when it matters

Part of the Collaborative

Get Square your way. Simple, transparent pricing.

Up and running in three steps

No Fees Cash Discount

Flat Rate — 2.6% + 15¢

Tailor-made for how you sell.

Food & Beverage

Business types Square serves

What Square handles for them

Retail

Business types Square serves

What Square handles for them

Beauty & Wellness

Business types Square serves

What Square handles for them

Services & Mobile Pros

Business types Square serves

What Square handles for them

A toolkit for every business.

Square Invoices

Square Websites

Square Payments

Square Point of Sale, Restaurants & Retail

Square Appointments

Square CRM & marketing

Square hardware for every counter, cart, and corner.

Square Mobile Card Reader

Square Handheld

Square Terminal

Square Stand

Square Register

Square Kiosk

Software that runs the whole shop.

Ring up sales in seconds.

Sell on the web, too.

Run the whole day from anywhere.

Ready to take payments the easy way?