How much more business can your agency write before you have to hire another person? And how much of that additional revenue will you actually keep?
We all want growth. But when every new account brings another round of quoting, paperwork, service calls, and renewal negotiations, growth can leave us busier without making us much more profitable.
That’s why I’m inviting you to join Syndicated Insurance Resources and HRDelivered for a conversation about another way to grow: helping your existing business clients with payroll, HR, and professional employer organization—or PEO—services.
Your next opportunity could already be in your book of business.
The business owners you serve have needs beyond insurance. They need help managing payroll, supporting employees, and handling the responsibilities that come with being an employer. When you help connect them with those services, you create another reason for them to turn to you—and an opportunity to build recurring income for your agency.
This is an area I know firsthand. In 1994, I cofounded Strategic Outsourcing Inc., or SOI, and served as its president for eight years. Our team worked to help independent agents understand the PEO model and address their questions about customer relationships, service responsibilities, and professional liability.
That experience taught me to evaluate an opportunity against three questions:
Does it solve a meaningful problem for my customer?
Can it produce recurring income?
Can a capable service partner handle much of the ongoing administration?
Those questions are at the heart of our partnership with HRDelivered.
I’m pleased to be working alongside Mark McGhee, a trusted colleague with whom I’ve worked for more than 40 years. Mark and Colin Smith of HRDelivered will help explain how the partnership works and where it may fit your clients’ needs.
What we’ll cover:
- Creating an additional revenue stream without adding the same proportion of administrative work.
- Identifying PEO opportunities among the business owners already in your book.
- HRDelivered’s role in the process, from quoting and implementation to ongoing service.
- Adding more value for your clients while protecting the relationships and trust you’ve built.
- Getting started, including how to introduce an opportunity and take the next step with the team.
You don’t need to be a PEO expert to participate. Bring your questions and think about the clients who could benefit from additional support.
Since 2009, Syndicated Insurance Resources has helped independent agents access opportunities to grow their income and strengthen customer relationships. We’re excited to explore this opportunity with you.
Join us October 28 at 2:00 p.m. Eastern.