We want to serve you.

Single Point of Contact

Because we are working for you, we become your point of contact. This eliminates multiple calls from different organizations and their support staff, and expedites the process in your selection.

Save Time and Avoid Headaches

Evaluating PEOs is a time-consuming process. We know the exact information that is needed for a quality submission without repetitive ongoing follow-up questions. We manage the entire process from start to finish and beyond, becoming part of the team assisting with questions, renewals and service.

Eliminate Redundancies in Data Completion

We use our accepted forms when submitting a request for proposal to various PEOs that only require one-time completion. This saves you time and a substantial amount of paperwork when shopping for options. If additional information is required, we will gather and submit any required documentation on your company’s behalf.

Cost Comparisons that Make Sense

We prepare cost analysis based on the total cost, individual offerings and extra services that are not fee inclusive. This provides you with a complete overview of the PEO’s proposal compared to your organization’s current services or other quotes.

Our Service is Free to You

Because we eliminate the need for expenses and sales commissions by the PEOs, they compensate us in pre-negotiated rates when you decide to join their platform. Therefore, we are not incentivized on the solution you select.

Our Process

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Step 1 – Discovery Meeting

Introduction to our process and a review of the needs or issues you need to address

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Step 2 – Data Gathering

Typically consisting of: employee census, group health questionnaire, recent benefit invoice and benefit overview, workers’ comp information and loss experience details

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Step 3 – Request for Proposal (RFP) Submission

Document preparation of all data collected to submit to appropriate service providers

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Step 4 – Cost Analysis

Cost and coverage comparisons in an easy-to-understand format

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Step 5 – Presentation of Options

Formal presentation of proposals, technology demonstrations, and introduction to the provider(s)

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Step 6 – Discussion and Selection

Detailed recap of proposals considering all criteria, follow-up on any questions, and guidance in provider selection

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Step 7 – Implementation

Onboarding and open enrollment through start date and first payroll

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Step 8 – Ongoing Support

We are available to assist with any needs. We will follow up monthly, and then quarterly, preparing for an easy renewal presentation

Got a question?

Send us a message. We can help.