Client Intake
PEO Discovery Questionnaire: Map Your HR & Benefits Needs Before Comparing Providers
Help us understand your business so we can identify the right solutions. The more complete your answers, the more accurate and relevant our recommendations will be.
1Company Overview
2Workforce Details
Do any employees fall into these categories?
3Current Payroll & HR Setup
Are you currently using a PEO?
4Benefits & Insurance
Which benefits do you currently offer? (check all that apply)
5Compliance & Risk
Are you currently handling any of the following?
6What You're Looking For
What's driving your search? (check all that apply)
Priority Alignment
7Key Contacts
Who should be involved in the evaluation and decision?
Primary Contact
Decision Maker (if different)
Information Sharing & Accuracy Confirmation
By completing this questionnaire, the Client acknowledges and consents that PEO Benefit Partners, LLC will share the information provided herein with third-party service providers, PEO carriers, insurance carriers, and other relevant vendors for the sole purpose of obtaining quotes, proposals, and pricing for HR, PEO, payroll, benefits, and related employment services on behalf of the Client.
By submitting this form, the company confirms:
- •The Client authorizes PEO Benefit Partners, LLC to disclose this information to third-party providers as necessary to solicit competitive quotes and proposals
- •The information is complete and accurate to the best of its knowledge
- •All employees, owners, locations, and payroll practices have been disclosed
- •Prior claims, insurance arrangements, and worker classifications are represented honestly
We understand that incomplete or inaccurate information may change pricing, delay implementation, or invalidate proposals.
Please return the completed questionnaire to [email protected] or call +1 (469) 200-2939
What Happens After You Submit the Discovery Questionnaire
Once your Discovery Questionnaire is submitted, a PEO Benefit Partners advisor reviews your responses and prepares for your initial consultation call. The questionnaire data tells us your employee count, locations, current benefits setup, workers' comp classification codes, and the HR challenges you're trying to solve — which means we arrive at the consultation with a preliminary sense of which PEO providers are likely to be the strongest fits before we've even started formal outreach. That preparation makes the first conversation more productive and cuts weeks off the overall evaluation timeline.
The questionnaire responses are held strictly confidential. They are never shared with a PEO provider without your explicit authorization — typically via a Broker of Record Letter — and they are never used to generate unsolicited outreach on behalf of any provider. Your information informs our advisory process; it does not become a lead passed to a sales team.
Most questionnaire responses are reviewed within one business day. You'll receive a confirmation email with next steps and, if you haven't already scheduled a consultation, a link to select a time that works for your calendar. If you want to get ahead of scheduling, you can book your consultation call now and we'll match your appointment to the questionnaire review timeline.
Why We Ask What We Ask
Every question in the Discovery Questionnaire maps to a specific dimension of PEO provider fit. Employee count and location data determines which PEOs are licensed and staffed to serve you in your states. Current benefits and workers' comp data lets us identify whether your claims history and benefit plan structure favors certain carrier relationships. The HR challenges section helps us understand whether you need a PEO with strong compliance infrastructure, deep HR generalist support, superior technology, or some combination of all three.
Businesses that complete the questionnaire thoroughly — including the open-ended questions — consistently receive better-matched PEO comparisons than businesses that submit minimal responses. The more context we have, the more precisely we can filter the provider pool before requesting proposals. That filtering is what keeps your comparison focused on finalists rather than burying you in eight proposals that all look different on the surface but serve your needs differently in practice.
If you'd like to see the full range of assessment and evaluation tools available before submitting, our Assessment Hub provides an overview of every tool we offer to help you evaluate your current HR setup and PEO readiness before starting a formal comparison.