From your first form submission to your first payroll with a new PEO, here's exactly what our PEO selection process looks like. Eight steps. Zero cost. No obligation at any stage.
Every client goes through this same rigorous PEO selection process. It's designed to be thorough without wasting your time — and there's no cost at any stage.
Fill out our brief survey and it gives us the information we need to better understand what solution is best for you. We ask about your company size, industry, current payroll provider, and key priorities. This takes less than 2 minutes and there is no obligation.
The more detail you provide, the better we can match you with the right PEO partners.
We schedule a brief call to better understand your submission, dig deeper into your goals, and answer any questions you have. This is a no-pressure conversation — we're here to learn about your business, not sell you anything.
Most clients walk away from this call with a much clearer picture of what a PEO can and can't do for them.
We provide a simple checklist of the documents we need to get accurate quotes — things like your current employee census, existing benefits plan documents, and workers' compensation details. We guide you through each item.
Don't worry if you don't have everything — we'll work with what you have and help you track down anything missing.
We reach out to the PEOs we feel would be the best fit for your specific needs and submit your information for formal quotes. Because of our existing relationships, we often get faster turnaround and better pricing than clients get going direct.
We typically approach 4–6 PEOs depending on your size, industry, and location.
We put together a detailed side-by-side comparison covering employee benefits quality, service fees, workers' compensation rates, HR technology platforms, payroll capabilities, compliance support, and contract terms — everything you need to make an informed decision.
This is where having a broker pays off. We know what to look for and what red flags to watch out for.
We present your top 3 options with our recommendation, walking you through the pros and cons of each based on your specific situation and priorities. You'll have a clear picture of the cost, the benefits, and the trade-offs before making any decisions.
We give you our honest recommendation — even if that means telling you a PEO isn't the right fit right now.
We arrange introductory calls and technology platform demonstrations with your shortlisted PEOs. You'll meet the team who would actually service your account and see the HR software platform before committing to anything.
This step is often where the final decision gets made — culture fit and software usability matter as much as price.
Once you've chosen your PEO, we support you through contract negotiation, final pricing, and the implementation process — making sure the transition from your current provider is smooth, timely, and nothing falls through the cracks.
We stay involved until you're live on payroll. You're not on your own after the sale.
PEO brokers are compensated directly by the PEO you ultimately choose, as a standard part of their partner program. This is similar to how a mortgage broker or insurance broker works — the provider pays the intermediary, not the client.
Importantly, this does not increase your cost. Because we place multiple clients per year, we actually have leverage to negotiate better pricing than most companies can get going direct.
Our incentive is to find you the best long-term fit — because our reputation depends on it. We're not tied to any single PEO, which means our advice is genuinely unbiased.
The whole process took about three weeks from our first call to signing with our new PEO. They handled everything — we just showed up for the demos and made the final call.
From your first form submission to go-live on payroll, most clients complete the process in 6–10 weeks. The quoting and comparison phase takes about a week, and PEO implementation typically takes 4–8 weeks after you sign.
No. There is no commitment required at any stage until you sign a contract directly with the PEO of your choice. Our process is entirely no-obligation.
Switching is one of the most common reasons businesses come to us. We review your current contract for termination clauses, benchmark your current pricing, and manage the transition so there's no payroll disruption.
We'll tell you. If after going through the process we don't believe a PEO delivers clear value for your situation, we'll say so honestly and suggest alternatives.
Fill out our brief intake survey and we'll kick off the PEO selection process same day. No cost, no commitment, no pressure — ever.
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