Introducing the BestFit Broker Guide

Helping clients find the right professional employer organization requires specialized knowledge that most brokers simply do not have. Using our combined industry expertise and know-how, we created the BestFit PEO Broker Guide to serve as your key to the world of PEOs, opening the door for increasing your service offerings for your clients and maximizing opportunities for your broker business. Here’s what’s inside:.

Understanding When Clients Need PEO Solutions

According to our guide, several situations make PEO partnerships particularly critical for businesses:

• Overwhelming HR workloads that prevent strategic work
• Difficulty accessing competitive employee benefits
• Rapid multi-state expansion creating compliance complexity
• Unclear HR cost structures
• Concerns about regulatory compliance

Companies facing these challenges often approach their trusted broker for guidance. Without proper resources, many brokers either lose these clients to individual PEO sales teams or struggle to provide meaningful advice. Plus, our guide can help ensure neither scenario happens to you.

The Core Challenge: Finding the Right Match

PEOs vary dramatically in their approach, pricing, and service delivery. Some excel with tech startups while others specialize in manufacturing or healthcare industries. Service models range from hands-on dedicated representatives to self-service online platforms. Benefits quality differs substantially across providers, with some offering Fortune 500-level packages and others providing more basic coverage.

Evaluating these differences requires understanding PEO pricing structures, technology integration capabilities, compliance expertise, and industry-specific experience. Sounds complex? The BestFit PEO Broker Guide breaks down these variations and how we can offer additional support when selecting PEOs for your clients, giving you a framework for comparing providers effectively.

How BestFit Extends Your Brokerage Capabilities

Rather than learning the PEO marketplace yourself, our broker guide introduces the BestFit advantage: we become your expert back office for all PEO-related client needs. Our team brings over 100 years of combined PEO industry experience, maintaining relationships with dozens of providers nationwide.

We conduct comprehensive needs assessments for your clients, determining their priorities across quality, efficiency, and cost. Using our three-element evaluation framework, we identify 2-3 ideal PEO candidates and provide customized financial analyses comparing each option. We handle all research, negotiations, and vendor communications. You simply present the vetted recommendations to your clients and come out as the trusted advisor you are.

This arrangement saves brokers enormous time while delivering better outcomes for clients and PEOs. Importantly, our services cost you nothing. PEOs compensate both BestFit and the broker, with clients paying identical rates whether they work through us or approach providers directly.

Implementation and Ongoing Support

The broker guide emphasizes that PEO selection is just the beginning. We coordinate the entire onboarding process, acting as project managers alongside PEO implementation teams. When service concerns arise or client needs evolve, we serve as their advocates on your behalf. Whether addressing billing questions, resolving service issues, or advising on business changes like acquisitions or international expansion, BestFit remains your dedicated PEO specialist.

Maintaining Client Relationships While Expanding Services

The BestFit PEO Broker Guide addresses a critical broker concern: how to serve clients exploring PEO options without losing them to direct sales channels. By partnering with us, you retain full client relationships while offering sophisticated PEO guidance that rivals any specialist consultant.

Ready to become the trusted PEO advisor your clients need?

Download the BestFit Broker Guide for Brokers  and discover how becoming a member of the BestFit Broker Network strengthens your business while delivering exceptional client outcomes.