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This document pack — including our SLA, Discovery Questionnaire, and Broker of Record Letter — is shared with qualified partners and clients. Tell us about yourself and we'll be in touch.

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Client Document Pack

Download our Service Level Agreement, Discovery Questionnaire, and Broker of Record Letter — everything you need to kick off a structured evaluation for HR services, payroll, insurance, PEO, or employee benefits.

Service Level Agreement

Our evaluation advisory framework — defines roles, responsibilities, process timeline, market coordination, and decision authority. Includes signature fields.

Discovery Questionnaire

Comprehensive intake questionnaire covering company overview, workforce details, payroll setup, benefits, compliance, priorities, and key contacts. Includes information sharing consent and accuracy confirmation.

Broker of Record Letter

Authorizes PEO Benefit Partners as your broker of record for insurance, PEO, HR services, and employee benefits. Includes non-circumvention protections, scope of coverage, and commission safeguards.

Partnership Agreement

Protecting client relationships across every partnership area

Every partnership includes formal protections that safeguard your client relationships, commission structures, and professional boundaries. Expand each program below to see what's covered in your partnership agreement.

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