Partner With Workforce Management Agency

Your Independent Workforce Advisory Partner

Whether you’re an insurance broker, CPA, financial advisor, attorney, payroll professional, HR consultant, or business advisor, Workforce Management Agency (WMA) becomes an extension of your team.

We provide the expertise, market intelligence, and resources needed to confidently evaluate Professional Employer Organizations (PEOs), helping your clients make informed workforce decisions while strengthening your own client relationships.

Rather than representing a single provider, we independently evaluate the marketplace to identify solutions aligned with each client’s business objectives.

Why Partner With WMA?

Independent Market Expertise

Navigating the PEO marketplace can be overwhelming. Every provider offers different strengths, pricing structures, employee benefits, technology platforms, service models, and underwriting requirements.

Our advisors help simplify that process through objective analysis and strategic guidance.

We evaluate providers based on:

Industry specialization
Company size
Workforce demographics
Risk profile
Employee benefits
Medical carrier availability
Geographic footprint
Service capabilities
HR technology
Compliance resources

One Submission. Multiple Opportunities.

Instead of completing separate applications for numerous providers, WMA streamlines the process through a single coordinated data collection strategy.

Our process reduces administrative burden while improving underwriting efficiency.

Our advisory process includes:

Business Needs Analysis
Workforce Evaluation
Market Research
Competitive Provider Selection
Proposal Coordination
Underwriting Management
Proposal Analysis
Implementation Support

Objective Proposal Analysis

Not every proposal tells the complete story.

Our proprietary evaluation process helps clients compare providers beyond pricing alone.

We review:

Total cost of ownership
Administrative fees
Employee benefits
Workers’ compensation
HR services
Payroll technology
Compliance resources
Service teams
Contract provisions

Our goal is simple:

Empower smarter workforce decisions through independent analysis.

Implementation Doesn’t End at the Sale

Many firms disappear after implementation.

Workforce Management Agency remains actively involved throughout onboarding and beyond to help ensure a successful transition.

We assist with:

Implementation coordination
Vendor communication
Employee onboarding
Benefits enrollment
Payroll transition
Client education
Ongoing advisory support

Benefits for Referral Partners

Partnering with Workforce Management Agency allows you to expand your service offerings without building an internal PEO department.

Benefits include:

Independent workforce expertise
Protection of client relationships
Streamlined sales process
Reduced administrative workload
Competitive compensation opportunities
Faster proposal turnaround
Market intelligence
Dedicated implementation support
Long-term advisory partnership

Our objective is to help you strengthen client relationships while creating additional revenue opportunities.

Why WMA Is Different

Unlike many organizations that represent a single provider, Workforce Management Agency works on behalf of the client.

Our independent advisory model allows us to:

Evaluate multiple leading PEO providers
Deliver objective recommendations
Simplify complex workforce decisions
Coordinate implementation
Provide long-term strategic support

We’re committed to helping employers and trusted advisors make confident workforce decisions based on facts—not sales presentations.

Let’s Build Something Together

Whether you’re assisting a client with payroll, employee benefits, human resources, workers’ compensation, or a complete workforce strategy, Workforce Management Agency is ready to become an extension of your organization.

Together, we help employers make smarter workforce decisions while creating stronger long-term business relationships.