How We Work Together

Delivering Value to Brokers

At Synuity, we collaborate with you at every step of the sales process— from identifying opportunities, to an initial meeting with your client, to preparing a personalized PEO solution, to presenting our proposal. Through this partnership, we:

Identify Opportunities

Review and qualify client together
Schedule appointment with client

Qualify Clients

Learn more about client’s needs
Explain PEO value and advantages

Develop Proposals

Create personalized solutions and pricing
Review proposal together and prepare for client meetings

Deliver Proposals

Present proposal to client together
Obtain confirmation of start date

Complete Contracting

Agree upon final pricing and timing
Complete all paperwork and schedule kick-off meetings

Working Together for Mutual Benefit

Partnering with Synuity means everyone wins – you receive great compensation with a trustworthy partner, while delivering a valuable business solution to your clients. From initial referral through proposal, activation, enrollment, and renewal, you’ll enjoy collaborating with our seasoned PEO sales and service team.

Offer competitive compensation.

Our broker partners are paid through our highly competitive residual-based compensation structure with no production requirements.

Work exclusively through broker partners.

We do not recognize other Broker of Record letters and will never compete against you.

Provide Local Sales and Support Teams.

Our dedicated teams of industry professionals provide you and your clients with personalized sales and service support.

Make it easy to do business with us.

Backed by our 100% client satisfaction guarantee, you and your clients will enjoy a great experience with our easy RFP process.

Give access to insurance industry leaders.

We have established relationships with the largest insurance and benefit providers in the nation to offer your clients affordable Fortune 500 benefits.

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