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Our process

A clear PEO comparison, from first call through follow-through.

We are advocates for your company. Our services are always free for your business — before, during, and after you are a client.

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01

Initial consultation

The get-to-know-you phase of the process. We start with a high-level conversation about your company and its current state regarding payroll, HR, insurance products, and the technologies that support these back-office functions.

02

Document collection

After the initial consultation, we should have a pretty clear picture of where we want to see things shake out. We begin to collect documents and information from your company. In a nutshell, we are quoting payroll, HR services, employee benefits, and workers’ compensation insurance in one swoop, so there are many things that we may request. The more data and information we can provide up front, the better chance your business gets at a great quote.

03

Analysis meeting

By this point, we generally have a pretty good idea which provider would fit your business best. We meet to discuss outstanding documents and information that could best build a case for you to get the best rates. We dive deeper into anything uncovered during the first two steps, address how to solve issues, retain functions, or enhance anything along the way, and refine the goal.

Demos: Demos are generally conducted between step 3 and step 5. We will help you determine when that is right and help you schedule it — but first, let us make sure we have covered the important things.

04

Proposals

At this point, we have you narrowed down to one or two providers that best match your business needs. We break down all of the numbers together so that you understand the pros and cons to each proposal. Should a solution be a great fit from a financial and service-offering standpoint, we move forward with contracts and implementation.

05

Implementation

Implementing a PEO, ASO, or insurance product can be stressful, and we see this as a crucial part of getting off to a great start in the new partnership. At My PEO Pros, we can help you keep on track by breaking down important dates, what to expect, and even directly assisting with some situations to get things in place.

06

Ongoing support

Once you are implemented, the PEO, ASO, or other service provider will take on the responsibilities promised, but we are here to make sure that happens. We conduct regularly scheduled follow-ups depending on the scope of need and are always available to meet on your request. We provide an annual PEO analysis, benefits analysis, and workers’ compensation analysis — safety first.

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Ready to compare PEO options?

Bring us the business goals, workforce details, and questions that matter to you. We will help you understand the options before you commit.

Prefer to choose a time? Book a call.