This is your week.
You should recognize three or four of these before you finish the list.
If most of that is your week, this was built for you.
- You place PEO and group medical, and your income depends on placements you personally win.
- Your business comes from referrals, renewals, networking, and relationships. Your website contributes very little, and you know it.
- You can quote your typical rate band and your admin fee from memory, because you set them.
- You handle high risk comp accounts by hand, differently from everything else.
- You have lost hours to prospects who were never going to qualify, and you cannot always tell which ones those are before the call.
- Prospects reach you mid renewal, absorbing an increase, wanting answers today.
- You get pitched websites, AI, and lead generation constantly by people who cannot define a PEO.
- You would rather spend your time placing business than explaining what a PEO is for the hundredth time.
We keep this deliberately loose.
You know your own business better than we do, so this is not a strict profile.
The goal is not to profile you. It is to get you imagining this running on your own site, with your own rates, converting your own traffic.
The job you actually do
Solo or staffed, new or thirty years in, every PEO broker in business does the same eight things.
Find the customer.
Qualify them.
Listen.
Understand the business, its employees, its comp exposure, its complications.
Give them a price that works.
Connect them to a PEO that will service their business.
Connect them to a workers' comp rate that works for that business.
Migrate them
to the PEO and the underwriter.
Renew them.
The bread and butter.
You are the connective tissue between the business, the PEO, and the underwriting. That is the whole role, and it has not changed.
Which parts we take, and which stay yours
We take the front of the job. You keep the part that is actually your craft.
Steps 1 and 2. Find and qualify.
The site converts the attention you already have, and the engine qualifies the owner before anyone spends an hour. The ones who do not fit find that out on your website rather than on your calendar.
Step 3. Listen.
Their file reaches you before the first call. Income, entity type, state, setup, headcount, what they pay today, what they were shown, and a summary of what they asked in their own words. Discovery shrinks to the part that needs a human.
Step 4. Price.
The after tax bottom line, from your rate card and your fee, on the page, at eleven at night if that is when they showed up.
Steps 5, 6, and 7. Place, underwrite, migrate.
Yours entirely. Judgment, relationships, carrier fit, comp appetite, the migration itself. We do not touch these and we do not claim to.
Step 8. Renew.
The same instruments work on renewal outreach as on new business, because a renewal conversation is a pricing conversation.
Where your time actually goes
Ask yourself which of these ate your week.
That is the part we automate. Not the selling. The work that happens before the selling starts.
- Hours on prospects who were never going to qualify.
- Building comparison documentation by hand so one owner could see what this does to their bottom line.
- Explaining what a PEO is, again, to someone who could have read it anywhere.
- Chasing a prospect who went quiet because someone else answered first.
- Repeating the same first call, in the same order, with the facts collected by hand every time.
Who this is not for
Said plainly, because a wider net would waste your time and ours.
Brokers with no attention at all.
If nobody has heard your name, a converting website has nothing to convert. Fix distribution first and come back. We will tell you this on the call rather than take the build.
Aggregators and lead resellers.
This makes an individual broker's own rates and relationships convert. It is not built to quote fifty carriers against each other.
PEO carriers.
We serve the broker's side of the table.
Brokers who will not supply a rate card.
The engine runs on your rates. Worth separating two different answers, though: "I will not" ends it, "mine are messy" does not. The second one is a fifteen minute phone call, because you already know those numbers by heart.
Brokers who believe their prospects want to read about PEO theory.
No hard feelings and no argument from us. The premise here is that they do not, and if you do not share it, none of the rest will land.
Which half do you want first?
The next question is usually which half you want first: the engine on the site you already have, or the site built around it.
PreQualify →
Your rates, their numbers, an after tax answer on the page.
From $149 a month, no contract.
Website solutionBrokerSites →
The website built to route people to it.
$1,900 to build, $279 a month, engine included.
Either way, the fastest way to judge it is to watch it run rather than read about it.
See live demos →