Strategy

The Benefits of Using a PEO Broker

June 26, 2025

Navigating the world of employee benefits can be overwhelming, especially with 900+ PEOs in the market, each offering vary pricing, service level, and benefit packages. That’s where a PEO broker steps in.

A PEO brokers main role is to serve as a dedicated expert in employee benefits, guiding company’s through the selection, implementation and support of the right PEO solution for your business. Think of them as a strategic advisor who ensures their client’s HR operations are efficient, cost effective, and aligned with their business goals.

As the health insurance landscape continues to evolve, having a trusted advisor, like ProHealth PEO Advisors, brings clarity and confidence. They help company’s stay ahead of industry changes, avoid costly missteps, and maximize the return on your HR investment-so you can stay focused on growing your business.

Our Proven 5 Step Process:

Step 1: Understand your Unique Needs

What We Do

·      30 minute zoom to understand your business, industry and goals

·      Diagnose pain points (payroll errors, compliance gaps, benefits hurdles).  

·      Benchmark your benefit package with your industry, size and budget

·      Address special requirements (international employees, specific insurance network)

Why It Matters

·      Without clarity, you may be overpaying by 15-35%

·      PEO sales teams prioritize their quotas, not your best fit

Time Saved for You

·      Avoid 1–2 weeks of research and 3-7 sales calls, all distilled into one conversation

·      One centralized RFP form versus filling out unique RFP's for each PEO

 

Step 2: PEO Matchmaking

What We Do

·      Screen hundreds of PEO’s to handpick 3–5 options that align with your needs

·      Side by side benefits comparison

·      Negotiate down PEO admin and setup fees

Why It Matters

·      Confusing pricing inflates your monthly costs

Time Saved for You

·  One master comparison chart replaces a pile of mismatched proposals from each PEO

· One health insurance review call that skips 2-3 weeks and dozens of follow up sales calls and e-mail back and forth with each PEO

     
Step 3: PEO Company Introductions

What We Do

·      Coordinate intro calls with senior reps from 2 to 3 vetted PEOs

·       Measure and evaluate tech platforms, benefit packages and customer support responsiveness

Why It Matters

·      Selecting the wrong PEO can lead to headaches and contract frustrations

Time Saved for You

·       Bypassmultiple hour long sales pitches with PEO’s that aren't a match

 

Step 4: Secure the Best Deal

What We Do

·      Strip out unnecessary upsells and add-ons

·      Leverage our industry relationships to negotiate discounts, preferred pricing, credits and flexible contract terms

Why It Matters

·        Most companies overpay due to lack of market knowledge or negotiation experience

·       ·  PEOs often push features companies don’t truly need

Time Saved for You

·      Avoid 1–2 weeks of back and forth negotiations with pushy sales reps

 

Step 5: Seamless Implementation and Ongoing Support

What We Do

·      Host open enrollment webinars and Q&A with employees

·      Manage all data transfers

·      Year round support + quarterly check ins

·       Act as your “on retainer” licensed health insurance experts for employee benefit questions

·      Renegotiate terms and premium increases at annual renewal

Why it Matters

·      An issue will inevitably arise; we help to escalate and resolve them quickly

·       PEOs only support their own system, not your external insurance strategy

Time Saved for You

·      Eliminate countless support emails and long delays in resolution

Let ProHealth PEO Advisors Be Your Guide

With ProHealth PEO Advisors in your corner, you receive more than just quotes; you gain a trusted advisor focused on simplifying your HR, protecting your bottom line, and fueling your business growth.