Let's face it - if you're a PEO and you don't already have an affiliated insurance agency, you've thought about establishing one. But where do you begin?
That's where we can help. We're experienced in establishing successful agencies and we'll guide you through the steps needed to set up your agency correctly. We'll help you build your business plan to develop the resources that will best complement your PEO. We walk you through the key elements necessary to set up the agency in your state and then help you use the agency to best serve your clients.
Already have an established agency, but don't feel that you are maximizing the potential? We'll evaluate your agency and provide guidance on what is working and how you might improve. We can introduce you to carriers and resources that have the products and services your clients want. We'll also guide you on when it's best to receive commissions, and when you may not.