For client advisors
Refer a Client. We Run the PEO Search. They Pay Nothing.
The Huldisch Group welcomes a selective group of client advisors to be a part of our team.
Whether you are a P&C broker, insurance broker, CPA, attorney or B2B CFO: when a client asks you about payroll, benefits or workers' comp, bring us in. We run the PEO search; you always remain their advisor.
A PEO provider? Our preferred-partner program is here.
- Who we work with
- P&C and insurance brokers, CPAs, attorneys, B2B CFOs
- Your client's cost
- None. The PEO pays us and adds no fee to cover it
- Your compensation
- 25% of our PEO compensation (50% if you are the client’s health insurance broker), for as long as your client stays with the PEO
- The terms
- A signed referral partner agreement. You can decline the payment or disclose it to your client
- The principle
- The client always comes first. No PEO can pay to get onto a shortlist
What happens to your client
A short call with your client about their business, their people and what they need from a PEO.
One RFP questionnaire (about 15 minutes) and a census, plus current plan documents if they have them.
We send it to the PEOs that fit, collect quotes (typically 5 to 7 business days once the submission is complete) and negotiate.
Your client gets a line-by-line comparison of their current costs against the PEO options, usually two to five.
They choose, or don’t, with no commitment and no fees.
What’s in it for you
Your clients get a PEO search run for them, at no cost, and you get 25% of our PEO compensation for as long as they stay with the PEO. We pay by direct deposit under a signed referral partner agreement.
If your professional rules limit commissions, you can decline the payment or disclose it to your client. Either is fine with us.
If you place your client’s insurance
If your client moves to the PEO’s master health or workers’ comp policy, the PEO takes over that line of coverage and you receive 25% of our PEO compensation instead, or 50% if you are the client’s health insurance broker.
If your client keeps its own policy alongside the PEO, you keep your commissions as they are.
The invitation
Dear Trusted Advisor,
Our goal is to provide you the additional resources and expertise on PEOs so that your clients find the best possible solution based on their needs.
We strongly believe the client should always come first.
If you are a like-minded person and are open to helping your clients in innovative ways, please fill out your contact information below so we can set up a time to speak.
You are welcome to reach us if you have a case you would like to ask for our opinion on or simply to learn more about us.
On the call we'll walk you through exactly how we work with your clients and how referral compensation is paid. The terms go into a signed referral partner agreement.
We look forward to hearing from you.
From an HR consultant who worked with us on a client’s PEO project
As an HR Project Manager and consultant, I had the privilege of working closely with The Huldisch Group (THG) during a PEO project for my client, Wilmar US Operations. THG consistently demonstrated a high level of professionalism, expertise, and responsiveness.
Let’s set up a time to speak
Tell us who you are and who your clients are. A case you want a second opinion on is a fine place to start.
Your contact informationReferral partners