The PEO Consultants Process

PEO Consultants eliminates the confusion of comparing Professional Employer Organizations by handling the entire process from initial consultation through implementation and beyond. Since 2012, we’ve helped business owners avoid the mistakes that cost thousands—bad contracts, overpriced solutions, and unresponsive providers—by delivering clear, side-by-side comparisons of multiple PEO options tailored to your business size, industry, and budget.

Our clients have saved over $5.2 million in PEO costs, and 80% of the time we identify substantial cost reductions in areas like health insurance premiums, workers’ comp rates, or administrative fees that business owners didn’t know were negotiable. The average client saves around 30% compared to going direct to a PEO sales rep.

A real conversation with an actual consultant, not a sales development rep.

We’ll sit down with you to understand your business. We look at:

• Your current payroll setup and whether it’s working
• Health insurance costs and what your employees actually need
• Workers’ comp rates and any claims history red flags
• Compliance challenges specific to your industry or state
• Any premium services you’re considering (401k, recruiting, training)

We’ve done this hundreds of times. We know the patterns—which industries get hit with surprise SUTA taxes, which PEOs handle remote teams well, which ones overpromise on tech and underdeliver on support.

This isn’t a sales call. It’s a diagnostic.

Here’s what happens when you go direct to PEO sales reps: you answer the same questions five times, get five different pricing structures, and spend hours trying to figure out what’s actually comparable.

We eliminate that: You provide your information once. We handle the rest.

We submit targeted RFPs to PEOs in our network that actually match your needs—not every provider who’ll pay us a commission. Mallory tracks every proposal, cross-checks requirements, and makes sure we’re getting accurate, complete quotes.

No sales pressure. No follow-up calls from reps trying to “check in.” Just clean data we can actually compare.

This is where most brokers fail. They hand you a stack of PDFs and say “good luck.”

We don’t do that.

We build a side-by-side comparison grid that breaks down:

• Bundled costs (not just the headline fee—the real all-in number)
• Health insurance premiums and coverage differences
• Workers’ comp rates and how they’re calculated
• Technology platforms (because clunky payroll software wastes your team’s time)
• Customer service models (call center vs. dedicated rep)
• Contract terms (auto-renewals, exit clauses, hidden fees)

We’ve seen the tricks. We know where providers bury costs. We flag the red flags before you sign.

Then Chris or Bill walks through the options with you. No jargon. No pressure. Just clear explanations of what each PEO does well—and where they fall short.

Once you choose your PEO, most brokers disappear.

We won’t.

We manage the entire implementation process:

• Coordinating with your current payroll provider (if you have one)
• Handling employee onboarding and benefits enrollment
• Making sure data transfers don’t create compliance gaps
• Troubleshooting any tech integration issues

And we stay with you after the contract is signed. When your PEO renewal comes up, we review it to make sure the pricing still makes sense. If service quality drops, we step in and hold them accountable. If you want to explore other options, we’ll run another market analysis at no cost.

Think of us as your insurance policy against bad PEO service.