Our Process

Our Process

May 29, 2017 | By Tailored Solutions

Are you ready to present a PEO solution to your client? Our process is easy and streamlined.

  1. Submit your application.
  2. We provide you with a quote and roadmap for the process.
  3. We partner with you for sales, onboarding, and to service the account.


The PEO Application Process

First, you submit a standard workers' compensation submission to include: ACORD, any supplemental, and at least 3 years of loss runs.  The application process is the same as for any stand-alone workers' comp policy, so there's no need to jump through additional hoops or fill out additional paperwork.

Now we start working for you. 

We locate a market that best fits your clients needs. We have relationships with the top PEOs in the US and can find the right match for your specific client. 

Once we've found the perfect match, we'll provide you with the quote and one of our team members thoroughly reviews the cost structure, potential areas for savings, and the service model.

Once you understand the proposal, we then assist you when you present to your client. Our team is available to do a webinar while you are at your clients site.  We are in this situation your virtual sales resource. We answer all the clients questions and then set correct expectation for set up.  

Once your client agrees to the solution and commits to move forward,  we take care of the onboarding process. We do a thorough web presentation, explaining to the client all the important steps necessary to bind coverage.  We keep you apprised of our progress every step of the way.

Become a Producer.