HOW THE PEO PLATFORM WORKS

From Submission to Match.

One Platform. One Process. Built Around the Way You Want to Work.

PEO Platform connects the critical steps between receiving an opportunity and placing it with the right PEO — while giving your brokerage the flexibility to use our process, your process, or both.

01
SUBMISSION

Start with the right information.

Start with the information needed to properly evaluate the opportunity.

FLEXIBILITY Use our submission process or create your own.
02
UNDERWRITING

Determine who can consider it.

Evaluate the opportunity against PEO underwriting requirements to identify the PEOs that may be able to consider the business.

FLEXIBILITY Use our underwriting intelligence, add your own, or combine both.
03
QUALIFIED PEOS

Narrow the market to the right possibilities.

Narrow a large PEO marketplace into a relevant group of potential PEO partners for that specific client.

FLEXIBILITY Use our PEO relationships, your PEO relationships, or both.
04
MATCHMAKING

Go beyond qualification.

Compare what the client wants and needs against what each qualified PEO can provide.

FLEXIBILITY Use our Matchmaking methodology, customize it, or build your own.
05
PEO SELECTION

Identify the strongest match.

Identify the PEOs that don't simply qualify — but potentially provide the strongest overall match for the business.

06
PROPOSAL & PLACEMENT

Take the opportunity across the finish line.

Take the opportunity through PEO communication, proposals, comparison and ultimately placement.

FLEXIBILITY Do it yourself, do it with us, or have us do it for you.