Part of our Commercial data platform, there are over 200,000 active WC plans in our database transacted through PEOs. What our agents love most is that all of them have also been matched to the provider, something you just can't find anywhere else.
The opening: three years on the same PEO is a pattern, not a preference. Ask what they gave up to get there.
Illustrative. Every field above is searchable.
PEO plans are about 8% of active WC. Knowing which provider wrote it is what makes the list usable.
The same production tools as the rest of the platform, pointed at PEO book.
Search on the fields that decide whether you can take the account back to a carrier.
"It's a PEO" is not a reason to skip the account. Knowing the provider is a reason to call. Same search, same flags, same notes, just pointed at the 8% of the book most lists treat as a dead end.
The workers comp record is still there: payroll, mod, carrier, locations. The provider name is what we add.
The WC foundation: premium, payroll, carrier and mod, tracked year over year.
Safety and fleet data on the same insured, so a PEO conversation isn't the only one you walk in with.
Include or exclude PEO, then filter by provider, carrier and renewal window.
Our goal is to provide high quality data and services to help agents reach their goals.
Just wanted to drop you a quick note thanking you for this update. The producers and myself use your database on a daily basis and for multiple hours per day, and this update makes our jobs much easier and allows us to work more efficiently. Thank you!
I actually do mailings every two weeks or so and your resource is invaluable to me and saves me 15 to 20 hours a month of research I was doing at home. I basically plan to be a subscriber indefinitely as the information I need changes from year to year and I need to stay on top of it.
Start free and pull the PEO book in a territory you already work.