Why SMB
Independent, disclosed, and still here after the commission clears.
Most employers meet a broker once — at the sale. The rest of the relationship is a support number. We built this practice around the opposite premise.
500+
employers advised
18,000+
lives under management
42
states with active clients
$0
cost for our advisory services
Principles
Four things that shape every recommendation.
We are independent
We are not a captive sales office. We hold appointments with Paychex and with competing PEOs, payroll platforms and carriers, so the recommendation follows your census — not a quota.
One advisor, not a queue
You get a named advisor who knows your renewal history, your states and your CFO's actual question. Escalations go through us, not a general support line.
Broker pricing, disclosed
Our compensation is built into carrier and provider pricing. You pay no fee to us, and we will put our compensation in writing whenever you ask.
We stay after the sale
Implementation oversight, first-three-payroll checks, renewal negotiation and an annual market test. The commission is not the finish line.
Comparison
Independent broker vs. a captive sales office.
Both can sell you the same platform. The difference shows up in months two through thirty-six.
| Captive sales office | SMB Benefits | |
|---|---|---|
| Who you talk to | Whoever answers the queue this quarter | One named advisor who knows your file |
| Market access | One provider's product line | Paychex plus competing PEOs, carriers and platforms |
| Compensation | Quota-driven, rarely disclosed | Standard commissions, disclosed in writing on request |
| Implementation | Handed off to onboarding | We sit on the calls and verify the first payrolls |
| At renewal | A rate letter | A re-marketed comparison and a recommendation |
| When something breaks | Support ticket | We escalate on your behalf, same day |
Commitments
What we put in writing.
These are not aspirations. If we break one of them, fire us — there is no contract holding you here.
- We will tell you when your current setup is already good.
- We will show you the administrative fee broken out, every time.
- We will disclose our compensation in writing if you ask.
- We will not recommend a mid-contract switch that costs you money.
- We will run the employee meetings ourselves, not send a PDF.
- We will bring you a real market comparison at every renewal.
The process
Nothing about this should feel like a sales cycle.
- 01
Discovery call
30 minutes. Headcount, states, current vendors, renewal date and what is actually broken.
- 02
Data and market
We gather census and current spend, then take it to Paychex and competing providers under NDA.
- 03
Apples-to-apples
One comparison document: admin fees, benefit plan designs, comp rates and employee cost impact.
- 04
Implementation
We sit on the implementation calls, run employee meetings and verify the first payrolls.
- 05
Ongoing advocacy
Escalations, compliance updates, and a real market check every renewal.
Test us on a single question.
Send one thing that is bothering you — a renewal letter, a tax notice, a PEO proposal you cannot decode. We will give you a straight answer with no expectation attached.