How Engage PEO is a Better Partner for Brokers

ENGAGE PEO

By Ailene Dewar Costello

As an insurance professional, you know that your clients rely on you to guide them through complex decisions. You may have heard the term “PEO” tossed around as a means of addressing payroll or HR woes, but what does it really mean, and why should it matter to you as a broker? A Professional Employer Organization (PEO) is a partner that handles the administrative side of running a business: payroll, HR compliance, benefits administration, risk management, and more. Employers and managers still run the business day-to-day, but a PEO helps reduce stress, save time, and create efficiencies across the organization.

Some of your clients may be struggling with HR compliance, are facing high turnover, or are trying to grow without enough administrative support. A PEO can help, and there are some great PEOs out there, but not all of them may be a good fit. Unfortunately, we’ve seen what happens when clients land with the wrong partner:

A PEO offers competing insurance products soon after onboarding, cutting the broker out of the relationship.
A client receives poor service, leaving them frustrated and blaming the broker.
Hidden, bundled fees leave clients and brokers confused about costs, eroding trust.

If you are interested in or have considered a PEO for your client, but are weary of the above, look no further than Engage PEO.

Why Engage PEO is Different

Founded in 2011, Engage is a national, certified PEO built with brokers in mind. Unlike PEOs that eventually compete with you, Engage strengthens your client relationships while creating long-term value for you. Here’s how:

Broker-Friendly Partnerships

Engage protects your relationships with a strict “No Trespassing” policy: no competing insurance products without your consent, plus flexible options to carve out benefits or workers’ compensation as needed. You can confidently offer your clients a PEO solution while keeping your insurance lines secure.

Superior HR Services

Engage goes beyond the basics when it comes to HR. Their in-house HR team, which includes experienced employment attorneys, provides practical, actionable guidance. Whether it’s a sensitive termination, wage-and-hour question, or compliance concern, your clients get real solutions, not generic, call-center advice. Full-service support also includes payroll, benefits, risk management, and a dedicated Account Manager.

And to enhance the relationship even more, Engage unbundles billing and provides a clear, transparent, detailed breakdown of costs so clients know exactly what they’re paying for.

Unlike PEOs that eventually compete with you, Engage strengthens your client relationships while creating long-term value for you.

Strong Client Retention = Recurring, Stable Revenue

These unique offerings, combined with Engage’s “expect more” service model, have led to above-average client satisfaction with retention rates well above the industry norm. This means clients stay longer and feel supported. And for brokers, high client retention means guaranteed annual commissions for as long as the client stays with Engage.

Protect Your Clients and Your Relationships

Predatory PEOs can put both your clients and your hard-earned relationships at risk. In fact, a client could be getting contacted by a payroll/HR provider while you’re reading this article. If you have clients who could benefit from a PEO, are interested in PEO, or are currently stuck in a poor PEO partnership, now is the time to act.

Engage is here to support you and your clients every step of the way. Reach out today to explore how a trusted PEO partner can safeguard your relationships, enhance client satisfaction, and create lasting value.

Click here to watch a short video about the referral partnership program with Engage PEO.