Insurance Brokers, We Have Your Back: How PEO Partnerships Expand Your Value

As an insurance broker, you've built your business on trust, expertise, and delivering results for your clients. But in today's competitive landscape, your clients are facing challenges that extend far beyond traditional insurance coverage.

They're struggling with HR compliance, payroll complexities, and employee benefits administration. How do you address these pain points without losing your clients or your commissions?

That's exactly where a partnership with strategic a PEO general agency like BestFit PEO comes in. Rather than competing with your services, we complement them, helping you retain your clients while expanding the value you provide.

Keep your clients and your commissions

One of the biggest concerns insurance brokers have about working with a PEO is whether they'll lose their clients or commissions in the process. A well-structured PEO wholesaler partnership is designed to protect both. When you refer clients to a professional employer organization through BestFit, you maintain your existing insurance relationships and commission structure. We work alongside you, ensuring your client relationships remain intact while we handle the HR, payroll, and compliance heavy lifting.

“There has been friction between brokers and PEO's for a long time. Nate Olsen and I came together to create a better outcome for the client. The reality is sometimes a PEO is the right thing and other times it's not. Instead of burdening your HR or Finance team of trying to understand all the different strengths and weaknesses of each PEO, we now have a solution.”

Trent Bryson , CEO
Bryson Financial

Boost client retention

When clients feel they're getting comprehensive support from their insurance broker, they're far less likely to shop around. By connecting clients with PEO services through BestFit, you're helping them build stronger, more compliant, and more efficient businesses. This expanded value translates directly into stronger client retention and more referrals for your insurance practice.

Expand your service offerings

Today's small and medium-sized business clients need more than insurance policies. They need comprehensive solutions for workforce management, benefits administration, and regulatory compliance. By partnering with a PEO wholesaler, you can offer these services without becoming an HR expert yourself. This positions you as a more valuable resource to your clients, strengthening relationships and making you their go-to advisor for a broader range of business challenges.

Access to top PEO providers

Choosing the right PEO provider requires significant research and expertise. Mistakes can be very costly, and choosing wrong for your clients could tarnish your reputation. As a strategic PEO general agency, BestFit has already done this legwork, vetting professional employment organizations to ensure they deliver quality service and reliable support that best fits your clients’ businesses. When you partner with us, you gain instant access to our network of best PEO services without spending countless hours researching options or worrying about making a poor match.

A strategic partnership that strengthens your practice

The relationship between insurance brokers and PEO G.A.s is a win-win in collaboration. While you focus on protecting your clients' assets and managing their insurance needs, we focus on streamlining their HR operations and ensuring compliance. Together, we create a comprehensive support system that makes your clients' businesses and your business soar. 

Want to know how BestFit can support your insurance brokerage and your clients' success?