Determine Who SHOULD.

Getting a PEO to quote isn't the finish line.

It's the beginning of the next question:

Which PEO is the best match for this client?
CLIENT PRIORITIES

What does the business need?

01 HR
02 Safety
03 Workers' Comp
04 Benefits
05 Payroll
90+ QUESTIONS
PEO CAPABILITIES

What can each PEO provide?

Human Resources
Safety / Loss Control
Workers' Compensation
Fortune 500 Benefits
Payroll Administration
90+
MATCHMAKING METHODOLOGY

Our process can evaluate 90+ Matchmaking questions to help identify meaningful differences between PEOs and align those capabilities with the client's priorities.

THE SHIFT

Move the conversation beyond

THE OLD QUESTION "Who will quote it?"
THE BETTER QUESTION "Who is best positioned to serve it?"
YOUR MATCHMAKING

You're in control.

Just like underwriting, you decide how much of our methodology you want to use and how much you want to make your own.

01 Use our questions.
02 Customize ours.
03 Add yours.
04 Build your own.