THGTHE HULDISCH GROUPPEO BROKERAGE
Open menu

For PEO providers

Become a Preferred PEO Partner of The Huldisch Group

Since 2013 The Huldisch Group has brought small and mid-size US businesses to the PEOs that fit them. We work with about 25 PEOs, and each client usually gets two to five of them side by side, line by line, before deciding.

We understand that one size does not fit all. For this reason, we are thrilled to partner with multiple providers so we can best serve our clients.

Start the partner questionnaire

Prefer to talk first? Request a partner call →

Partner programAt a glance
Status offered
Preferred provider, at no cost to you
How clients reach you
Matched on fit, not listed in a directory
Client base
Startups of 2 to 10 employees planning to grow, and established businesses of 5 to 500
Compensation
Paid only by the PEO the client chooses, for as long as the client stays; nothing charged to the client
The field
500+ PEOs operating in the US (NAPEO)

See the clients we place: a startup PE fund, an 85-employee food business in three states, a firm switching PEOs →

How a client reaches your underwriters

  1. Every client starts with a call about their business and priorities.

  2. We collect our RFP questionnaire and a census, plus the client’s current health invoice, summary of benefits and workers’ comp DEC page, or current PEO invoice and upcoming medical renewal.

  3. We check the package is complete, put it in the format PEOs prefer and send it to the partners that fit the client’s demographics, industry, geography and benefits needs.

  4. Quotes typically come back in 5 to 7 business days. We may negotiate, then present every quote to the client line by line.

  5. The client chooses. We introduce you and stay involved through onboarding.

  6. We check in with the client periodically afterwards to make sure they stay satisfied.

What submitting commits you to

The questionnaire opens a conversation. It is not a contract. We use your answers to prepare for a first call about preferred-provider status.

If we go ahead, you send us your partner agreement. We never accept exclusive agreements.

Where your answers go

Your answers go to The Huldisch Group. They are never published, and never shared with clients or other PEOs.

Preferred status costs you nothing and doesn’t change what we are paid. It depends only on how well you serve the clients you fit.

The invitation

Dear PEO Partner,

Preferred status means we know your plans, pricing and service model well enough to put you in front of the clients you fit. It costs you nothing and doesn't change what we are paid. It starts with this questionnaire and a call.

On behalf of The Huldisch Group, we welcome you to complete the questionnaire below, or request a call first. We will use your answers to prepare for a call at a time that suits you.

Thank you,

Richard Huldisch

Managing Partner

Preferred-partner questionnaire

Six sections, 74 questions, about 15 to 20 minutes. Have your EPLI, workers’ compensation and master medical plan details at hand. Anything marked optional can wait for the call. The rest is what we compare across partners before we send a client’s data to one for underwriting.

  1. Company profile

    What kind of services do you provide?
    Is your company a member of NAPEO?
    Is your company IRS certified?
    Is your company ESAC accredited?
    Do you service clients nationwide?

  2. Payroll

    Do you provide a dedicated payroll specialist, or support via a general call center?

    Number of days

    Do employees have self-service access to view pay stubs, update direct deposit info, and manage tax withholdings?Optional
    Do you assist with filings and tax payments reviews?Optional

  3. EPLI & training

    Do you offer EPLI?

  4. Workers' compensation & safety

    Does your company provide workers' compensation coverage?
    Does your workers' compensation carrier have an AM Best rating?
    Do you offer any loss-based incentives to clients?
    Do you allow clients to maintain their stand-alone workers' compensation policy?
    Do you provide safety program development & implementation?
    Do you provide safety training & materials?
    Do you provide a drug-free workplace program?
    Do you provide risk identification & analysis?
    Do you provide periodic safety program audits?
    Do you provide accident investigation & recommendations?

  5. Benefits

    Do you have a master health insurance plan?
    Master medical plan carrier(s)Optional
    Do you offer tiers or uniform rates on your master health plan?Optional
    Do you allow clients to maintain their stand-alone health insurance policy?
    Do you offer COBRA tracking and administration?
    Do you offer an EAP program?
    Do you offer Section 125 administration?
    Do you offer a dental carrier?
    Do you offer a vision carrier?
    Do you offer a 401K?
    Do you offer TransitCheck?

  6. HR technology & services

    Do you offer HRIS and/or HRMS platforms?
    Do you offer a time & attendance platform?
    Do you offer performance reviews?
    Is your technology portal custom or 3rd-party based?
    Is your HR technology cloud based?
    Do you offer an app for employees?
    Do you offer talent acquisition & onboarding services?
    Do you provide performance management services?
    Do you provide training & development programs?

Your answers go to The Huldisch Group. They are never published or shared with clients or other PEOs. We reply within one business day, usually the same day, to set up a call.

Prefer to talk first?

Leave your details and we’ll set up a short call about the program. The questionnaire can come after.

Request a partner callPEO providers

We reply within one business day, usually the same day.