MyEngage 
The Broker-First PEO Partner
Insurance brokers and other referral partners seek reliable providers to deliver exceptional service. Engage is the only PEO founded on the broker-referral model, making us the most broker-friendly choice. We offer flexible, scalable solutions, competitive commissions, and broker commission protections unique in the industry, with transparent pricing and expert-led HR services for your clients.
The Broker-First PEO Partner
Insurance brokers and other referral partners seek reliable providers to deliver exceptional service. Engage is the only PEO founded on the broker-referral model, making us the most broker-friendly choice. We offer flexible, scalable solutions, competitive commissions, and broker commission protections unique in the industry, with transparent pricing and expert-led HR services for your clients.
Engage PEO empowers insurance brokers to deliver tailored HR solutions that fit their clients’ distinct needs. Our distribution model is built to protect commissions and preserve broker ownership of the relationship while delivering essential HR services like payroll, benefits, compliance, and risk management. With strong client loyalty and firm protections, including not accepting BORs after the sale, brokers protect their revenue and strengthen their competitive position.
1
Broker-Driven Service Model
Our approach is structured to protect insurance brokers. Engage PEO works with insurance brokers, not against them, safeguarding commissions and preserving broker ownership of the client relationship. We do not accept BORs after the sale, ensuring long-term revenue security while strengthening client relationships.
2
Solutions That Build Loyalty
Engage’s focus on client satisfaction and industry-leading retention gives insurance brokers confidence that their clients will receive consistent, ongoing support. This stability helps protect long-term broker-client partnerships and supports predictable revenue over time.
3
Streamlined HR Solutions for Your Clients
Engage PEO simplifies the complexities of HR, making it easy for insurance brokers to connect their clients with efficient, reliable support. From onboarding to day-to-day HR consulting, we help clients stay compliant and focused on their business while reinforcing the broker’s role as trusted advisor.
4
A Higher Standard for HR Support
Engage’s HR Consultants are licensed employment attorneys who provide practical, informed guidance on HR, compliance, and risk management. This exclusive service model enhances the value insurance brokers bring to their clients and differentiates Engage in the PEO industry.
5
Seamless Client Integration
Engage PEO’s efficient onboarding and integrated technology platform reduce disruption for your clients. Insurance brokers can rely on a smooth transition process that supports relationship continuity and long-term stability.
Why Insurance Brokers Choose Engage
Engage stands apart in the insurance industry for how it protects brokers. Our commission structure, client retention, and broker safeguards create lasting stability. We operate as a true partner, offering flexible HR solutions across industries and client sizes while providing consistent support. The result is predictable revenue and durable client relationships brokers can rely on year after year.
No Competition
Engage never competes with insurance brokers for clients. We exclusively partner with insurance brokers to generate leads for our sales team, keeping your relationships intact and your role as the trusted advisor secure.
Lifetime Commissions
Engage insurance brokers earn ongoing commissions for as long as their clients stay with us. Our client satisfaction and retention rates consistently exceed industry averages, helping insurance brokers maintain steady revenue without the disruption of clients switching PEOs.
No Trespassing
Engage does not offer competing products without broker consent. Your referrals are protected, and your client relationships remain yours. Engage does not accept BORs after the sale.
Flexible, Client-Focused Solutions
Engage PEO offers adaptable benefits and HR solutions designed to meet diverse client needs. Insurance brokers have the flexibility to customize (“carve out”) offerings without being restricted to one-size-fits-all models.
Accredited and Secure
Engage PEO holds IRS (CPEO) and ESAC accreditations, helping ensure financial stability and compliance. Additionally, Engage is SOC 1 Type II and SOC 2 Type II accredited, demonstrating our commitment to maintaining strong internal controls, data security, and reliable service delivery. These certifications provide insurance brokers and their clients with confidence in Engage as a secure and dependable HR partner.
Built for Scale
Engage PEO serves a wide range of industries and employer sizes, including larger and more complex organizations. Our average client size is more than three times the industry average, giving insurance brokers confidence that Engage is built to support sophisticated clients with greater demands.
Insurance Brokers: Frequently Asked Questions
Insurance brokers play a crucial role in helping businesses find the right HR solutions. Here are answers to common questions about working with Engage PEO and how our broker-friendly approach benefits insurance brokers and their clients.
What makes Engage PEO different from other PEOs?
Engage PEO is 100% broker-friendly, offering transparent commissions, client referral protection, and flexible HR solutions without competing with brokers. We are also the only PEO to offer HR consulting services through licensed employment attorneys–a big differentiator.
What types of businesses are the best fit for Engage PEO?
Engage PEO provides customized HR solutions for businesses of all sizes, and works with a wide range of industries, including professional services, healthcare, and hospitality.
What HR services does Engage PEO provide?
Engage PEO offers payroll, compliance, risk management and workers’ compensation insurance, a full suite of life and health benefits, and HR support, all backed by a team of licensed employment attorneys.
How does Engage PEO protect broker-client relationships?
Engage PEO operates under a strict no trespassing policy, ensuring that brokers retain full control over their referred clients, with long-term protection against competing PEOs who may remove them from the client relationship.
Engage also does not accept a BOR from a competing broker after the PEO sale is final.
Do brokers receive commissions for the life of the client relationship?
Yes! Engage PEO offers lifetime commissions, meaning brokers continue earning as long as their referred clients remain with Engage.
Is Engage PEO a certified and accredited provider?
Yes! Engage PEO is an IRS-Certified PEO (CPEO) and ESAC-accredited, ensuring financial security, compliance, and trustworthiness for brokers and their clients. A small fraction of PEOs have earned and maintain both certifications.
Can brokers offer customized HR and benefits solutions to their clients?
Absolutely. Engage PEO offers flexible payroll, benefits workers’ compensation, and HR solutions, so brokers can tailor services to meet each client’s unique needs.
Does Engage PEO provide insurance brokers with tools and support?
Yes! Engage PEO offers broker-specific resources, sales support, and marketing tools to help brokers confidently present the best PEO solutions to clients.
How long does it take for a client to onboard with Engage PEO?
Engage PEO provides a structured and efficient onboarding process designed to minimize disruption while ensuring accuracy and compliance. Most implementations follow a clearly managed four-step process:
- Coordinated Onboarding
We confirm services, review timelines, and introduce clients to our dedicated project management system, which provides real-time visibility throughout implementation. - Training and System Setup
Client managers receive portal training, payroll review, and reporting configuration. Employee onboarding is fully digital, including benefits enrollment where applicable. - Payroll Readiness
Before the first live payroll, Engage conducts internal testing to ensure accuracy. Dedicated payroll training is provided, and custom configurations such as GL files, PTO tracking, timekeeping, and specialized reporting are completed. - Employee Transition and Ongoing Support
Engage provides a customizable employee introduction letter and ongoing support from 8 AM to 8 PM EST. Our implementation team remains engaged to ensure a smooth transition.
This structured approach allows clients to move confidently into the Engage platform with clarity, support, and minimal disruption.
How can I become an Engage broker partner?
Getting started is easy—contact Engage PEO today to explore partnership opportunities and learn how our broker-friendly model works.
Questions about partnering with Engage PEO?
We’re here to help you deliver exceptional value to your clients with flexible HR solutions designed for brokers.
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More support. More flexibility. More opportunity—for you and your clients.
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