Origin Tariff Recovery gives agents more than a referral link. You receive a complete system designed to help you identify prospects, introduce the opportunity, track each case, and remain connected throughout the process. Our platform and processing team handle the technical work, including client onboarding, document collection, government-account coordination, claim preparation, filing support, status tracking, and funding coordination when available. That means you can focus on building relationships and generating new business instead of becoming a customs or tariff specialist. Depending on the program terms available to a particular client, qualified businesses may also be offered an optional accelerated-funding solution rather than waiting for the normal government refund process. Funding is not guaranteed and depends on the claim and funding provider.

Agents also receive:

 A personal referral link and co-branded application

 Case tracking through an agent portal

 Live and on-demand training

 Prospecting scripts and marketing resources

 Access to hosted discovery calls

 Back-office support throughout the client journey

 Competitive commissions based on successfully completed recoveries

You are not being handed a paddle and pushed into the tariff ocean. You are joining a

team with a boat, a map, and an experienced crew.

No prior tariff or customs experience is required. Your role is to identify potential clients, ask a few basic qualifying questions, introduce them to the platform, and help them take the next step. You are not expected to calculate refunds, prepare legal documents, interpret customs regulations, or file claims yourself. The processing team handles the technical portions of the case. Referral partners can concentrate on prospecting, relationship-building, and follow-up.

The agent’s primary responsibilities are straightforward:

1. Identify companies that imported goods into the United States.

2. Determine whether they paid eligible tariff duties.

3. Share your unique referral or booking link.

4. Help the prospect attend a discovery call or complete the application.

5. Maintain appropriate contact while the processing team handles the case.

You remain the relationship manager, but you do not become the client’s customs

broker, attorney, accountant, or claims processor.

Payment timing depends on several factors, including how quickly the client completes the application, provides the required records, qualifies for a refund, and elects any available funding option. A motivated client may be able to complete the initial digital application quickly. After that, the processing team must retrieve and review the applicable import records, calculate the potential recovery, validate eligibility, prepare the submission, and coordinate any available funding. When a qualified client accepts an accelerated-funding offer and the transaction is completed, commissions may be paid considerably sooner than they would be under the standard government-processing timeline. Exact timing cannot be guaranteed and varies by case. CBP processes validated IEEPA refund requests through its CAPE and ACE systems, and qualifying refunds remain subject to government review and statutory requirements. (Customs and Border Protection)

Currently of the 330,000 potential claimants, 115,000 have not filed a claim or do not even know about this. This represents billions of dollars of opportunity available right now. Potential recoveries can vary dramatically based on the size of the importer, the volume and value of imported goods, the tariff classifications involved, the duties paid, and the eligibility of the underlying entries. Some commercial cases may involve significant refund amounts, but agents should never represent that every case will produce a particular recovery or commission. Your compensation is governed by the current commission schedule and is generally tied to successfully completed business. The greater opportunity lies in developing relationships with importers, customs brokers, CPAs, logistics professionals, and other organizations that may serve multiple qualifying businesses.

Yes. Qualified agents may have access to company-provided prospect opportunities, subject to availability, program rules, territory considerations, and minimum follow-up standards. These are provided a no cost as long as the agent is actively working them.

Agents are also trained to generate opportunities through:

 Direct outreach to importers

 Customs-broker relationships

 CPA and accounting-firm partnerships

 Freight and logistics contacts

 LinkedIn prospecting

 Local business networks

 Referral relationships

 Educational webinars and discovery calls

The most successful agents will combine available leads with their own relationship-driven prospecting.

When local or state-based leads are available, they may be distributed according to territory, agent activity, capacity, and program guidelines. However, this is a national business-to-business opportunity. Because many conversations and applications can be handled remotely, agents may also be able to work with companies outside their immediate geographic area, subject to the

organization’s assignment and marketing policies.

Yes. Agents receive access to a dedicated portal where they can obtain their referral links, access training and marketing materials, monitor client activity, and review case progress. The portal gives you visibility into your pipeline without requiring you to chase the processing team for every update. The uploaded program overview states that referral partners can monitor client progress through their dashboard.

There is no separate charge for the standard agent portal and training resources.

Agents receive a combination of live and on-demand training designed to help them move from orientation to prospecting quickly.

Training may include:

 Understanding the tariff-recovery opportunity

 Identifying qualified prospects

 Using the agent portal

 Approaching importers and customs brokers

 Conducting effective initial conversations

 Using the approved call track

 Handling common questions and objections

 Booking discovery calls

 Following up without pressuring the client

 Staying within approved marketing and compliance language

You do not need to memorize customs law. You need to understand the conversation

well enough to identify interest, establish credibility, and connect the prospect with the

appropriate specialist.

No. You can schedule prospects directly onto hosted discovery calls using your unique booking link.

The link helps attribute the prospect and resulting case to you. Discovery calls may be

available for several prospect categories, including:

 Importers

 Customs brokers

 Accounting and CPA firms

 Enterprise referral organizations

 Larger agencies or professional networks

The specialists conduct the detailed presentation, answer technical questions, and

explain the next steps. You should still attend when possible because your presence

strengthens the relationship and helps you learn.

After the application is submitted, the processing team begins the review and case-management process.

Depending on the case, this may include:

 Verifying company information

 Establishing or connecting required government accounts

 Retrieving import records

 Reviewing entry information

 Calculating potential eligible duties

 Requesting supporting documentation

 Preparing and coordinating submissions

 Monitoring claim status

 Presenting any available funding options

The agent can continue monitoring progress through the portal.

The current IEEPA refund marketplace is active, but no responsible organization should promise that it will continue unchanged for a specific number of years. CBP launched CAPE in April 2026 to process valid IEEPA duty-refund requests, and the Supreme Court issued its IEEPA tariff decision in February 2026. (Supreme Court)

The duration of the opportunity will depend on factors such as:

 Applicable filing and statutory deadlines

 The status of individual customs entries

 Government processing rules

 Court orders and subsequent legal developments

 Changes in tariff policy

 Future programs involving other tariff authorities

This is a time-sensitive opportunity tied to a large population of previously filed import entries. No one can guarantee how long every aspect of the program will remain available, which is why businesses should review potential eligibility promptly. In addition there is another Tariff Category that has been declared illegal by the supreme court that will follow this current program.

No. Funding depends on the client, the validity and status of the claim, documentation, underwriting requirements, the expected refund amount, and the funding provider’s approval. Agents may explain that an optional accelerated-funding pathway may be available to qualified clients, but they should not promise a specific percentage, approval, or closing date.

Potentially, yes. The processing team may be able to review previously filed claims, identify filing issues, assist with appropriate corrections, and coordinate funding for eligible unpaid amounts.

Eligibility must be evaluated case by case.

Strong prospects include companies that imported goods into the United States and served as the Importer of Record or directly paid applicable duties.

Potential industries include:

 E-commerce

 Apparel and fashion

 Electronics

 Furniture and home goods

 Automotive parts

 Toys and games

 Industrial equipment

 Medical and healthcare products

 Wholesale and distribution

 Manufacturing

Customs brokers are also valuable potential partners because they may work with many importers and already understand the underlying entry records.

Start with:

Did your company import goods into the United States during 2025?

Was your company the Importer of Record or did it directly pay tariff duties on

those imports?

Those two questions quickly determine whether a deeper conversation may be

worthwhile.