Our Strategy Review Application℠ standardizes all of the PEO underwriting requests for proposals. You fill out one application for our PEO markets and the PEOs provide quotes.
Business Needs Analysis
Our program uses simple process of elimination to figure out which PEO is best for your company! Based on the goals of your organization and the abilities of our partner PEOs we align the service provider that's best suited to earn your business.
PEO Matrix Analysis Report
Once quotes and proposals are generated by the PEOs we prepare a customized PEO Matrix Analysis Report which acts like a summary page to help you better navigate the financials and more effectively analyze the competitiveness of each PEO.
Implementation of a PEO
When you make an informed decision, implementation is smoother. We hold your hand and address concerns with the PEO through the on-boarding process to ensure a seamless transition.
What is a PEO?
It's 2018, You've probably heard the term PEO...
A PEO is one company that services payroll, worker's compensation, employee benefits, and HR.
It's streamlined, cost effective, and protective!
Many small to mid-sized businesses use a PEO.
The Current State of The PEO Industry:
Empowering you to make smarter business decisions with our PEO Matrix Analysis Report
Our SaaS based, On-Demand Software and E-Commerce services marketplace for the PEO Industry.
My PEO Advisor, a new Co-Selling arrangement for our broker and strategic business partners.
What People Are Saying
Don't only hear us, see the feedback we've received!
We at Levine Planning find using Workforce Management Agency allows us to properly guide our clients and prospects when evaluating the PEO marketplace with an unbiased approach. We can truly act as a consultant by having access to a variety of PEO’s, ultimately providing them with the most suitable solution. WMA has proven to be
Gary Levine, President of Levine Planning Employee Benefit Consultants
I was contemplating whether to utilize a employee leasing company. Mark immediately was capable of answering all my questions, had the service I was looking for and Beacon became a client. We have been a client ever since. I highly recommend Mark, he is knowledgeable hard working and respectful of the clients needs. Coupled with
Craig Belesi, President, Beacon Building Group
President, Beacon Building Group
Mark is a consummate professional with a unique perspective regarding the PEO world and one that quite frankly is refreshing. His ultimate goal is to add clarity and help to demystify the misconceptions of the PEO marketplace. I consider him a valuable asset that should be leveraged by brokers and end users to make educated
Jerry Gallo, Director of Business Development, New York City, Savoy
Director Business Development New York City, Savoy
If you are looking for PEO solutions, I would highly recommend Mark and WMA. I met Mark when he was on the PEO side of the business and I found him to be on of the most knowledgeable and complete PEO reps out there. He has brought all that expertise and experience to WMA. I
Vice President, Senior Benefits Consultant, Sentinel Benefits & Financial Group
Mark at Workforce Management really scours the PEO marketplace bringing options from PEOs that no other G.A. may have access to. Due to the fact he works with so many PEOs he can provide a more unbiased opinion of a PEO.
Evan Hammer, Benefits Specialist, Edwards and Company