PARTNER TOOLBOX
Everything you need to
sell defend-id for business.
Pitch, propose, close and launch. Every tool you need, in the order you'll use it.
Not a partner yet...
Step 1 · Know the deal
What you're selling, in one read.
defend-id protects a small business and the people who work there, for one monthly subscription. The business gets compliance tools, employee security training, breach incident response and legal support. Every employee gets fully managed identity theft recovery.
Business Essentials
$99/month
Business protection, breach response and legal support, plus fully managed recovery for every employee. Employees can add monitoring through payroll.
Business Comprehensive
$99/month + $5.99 per employee
Everything in Essentials, plus employer-paid identity monitoring, credit monitoring and $1,000,000 in identity theft reimbursement insurance for every employee.
Partner Quick Start Guide
The pitch, who to call, six qualifying questions, a plan comparison and the exact words to ask for the decision.
Download PDFStep 2 · Start the conversation
Get the first meeting.
Ready-to-send outreach, answers to the pushback you'll hear, and articles to share with prospects.
Prospecting Kit
Four emails, a LinkedIn post, a call opener and a voicemail script. Personalize the highlighted fields and send.
Download PDFObjection Handling Guide
Eight common objections, what the client means, and what to say back.
Download PDFdefend-id Blog
Articles on identity theft, data breaches and small business risk to share with prospects and clients.
Visit the blogStep 3 · Propose
Give the decision maker what they need.
Send these to the owner or HR lead. Use them as they are. Don't edit or recreate them.
One-Pager
A one-page introduction to both plans. Attach it to your first or follow-up email.
Download PDFPlan Overview & Pricing
Full plan comparison, what each feature does, cost examples and the optional employee add-on.
Download PDFBusiness Protection Proposal
The business case, plan options and next steps, with space to fill in the client's name and employee count.
Download PDFSample Census
The employee list format: name, date of birth and contact information. Send it to the employer once they choose a plan.
Download CSVStep 4 · Close & launch
They said yes. Here's what happens next.
Work through these steps in order. The checklist has the detail for each one.
- Confirm the plan in writingEssentials or Comprehensive, the number of employees and the main contact, by email from the decision maker.
- Collect the employee listName, date of birth and contact information, using the Sample Census. Never collect Social Security numbers.
- Submit the groupLog in to the partner portal and submit the group.
- Prepare HR to announce itSend HR the employee guide that matches the plan, plus the Enrollment Experience walkthrough.
- Employees enroll and activatedefend-id handles enrollment. Employees receive an activation email. Their alerts go to them, not the employer.
- Keep the roster currentThe employer adds new hires and removes departures. That's the only ongoing admin.
Step 5 · Enroll employees
Explain the benefit to employees.
Once the employer signs on, give HR the guide that matches the plan to share with employees.
Employee Enrollment Guide (Voluntary Plans and Pricing)
For Essentials groups. Explains the optional Gold and Platinum employee plans, payroll deduction pricing and how to enroll.
Download PDFEmployee Protection Platinum (Employer Paid)
For Comprehensive groups. What's covered and how to activate. No pricing, because the employer pays.
Download PDFEmployee Enrollment Experience
A walkthrough of the activation email and enrollment screens employees will see. Share it with HR before launch.
Download PDFStep 6 · Say it right
What you say becomes a promise.
Use the approved language. It protects the client, you and defend-id.
The short version
- Use only the 2026 materials on this page. Don't edit them or create your own versions.
- Don't promise breach prevention, guaranteed compliance, or a setup or recovery timeline.
- Pricing is fixed. Partners don't have authority to change rates.
- Don't quote statistics that aren't in these materials.
- Write the company name as defend-id: lowercase, with the hyphen.
Approved Language Guide
Side-by-side "say this, not this" for coverage, insurance, compliance and pricing, plus the rules for representing defend-id.
Download PDFGet help
Talk to defend-id before a big meeting.
Questions about a deal, a coverage detail or a step in the process? Reach out before you answer the client.
Partner Setup
Use the below to update or complete your Partner setup
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