BIP Summer 2025

Professional Development

Brokers are expected to guide clients through a broad array of benefits strategies, and that includes knowing when to bring up professional employer organizations. Whether or not a PEO is the right fit, it’s a conversation worth having early. According to Zac Mutrux, a certified business performance advisor at Insperity who is on the board of CAHIP Silicon Valley, proactively addressing PEOs can help brokers maintain influence, preserve trust and ensure they're part of the decision-making process. “Conversations around PEOs are going to happen with or without the broker,” says Mutrux. “If a client doesn’t know you can add value to the decision, they may move forward without you.”

When clients look at PEOs, here’s how brokers can stay involved

As PEO conversations become more common, brokers who address the option early can remain aligned with client needs and protect their role as a trusted advisor.

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