CRESTONEASSOCIATES

The renewal review

Twenty minutes. One invoice. Your number and your date.

Here is exactly what happens in the meeting. No discovery-call theater, no seven-touch sequence. You bring a PEO invoice. We bring hundreds of data signals on 120+ PEOs, ready to price against yours.

Pick a time

Free. No obligation. We only get paid when you save.

Free, alwaysNo obligation, everYour data stays yoursWe only get paid when you save
Minutes 0-5

Your setup

Headcount, states, current PEO, renewal date if you know it. If you do not, we usually do.

Minutes 5-15

The benchmark, live

Your invoice lines against market bands. Your Exposure Score, computed while you watch.

Minutes 15-20

The verdict

At market: we say so, you renew in peace, keep the audit. Overpaying: you choose between the raise and the move, and we map the next six weeks either way.

What to bring

One PEO invoice (any recent month), rough headcount by state, your renewal date if known. That is it for this call. No commitment, and everything we produce is yours.

If we shop your business

We will ask for six documents to run the full benchmark and price you across 120+ PEOs. We send this list after the call, not before.

  • Dependent-level census
  • Payroll invoices (first run of the year, plus your most recent)
  • Benefits enrollment report
  • Workers' comp report
  • Most recent renewal
  • Plan summaries (SBCs)

Ready now? Start your RFP and skip straight to proposals.

Prefer email or text

Rather not pick a slot right now? Leave a work email and a human replies within one business day with times. Add a mobile number and the confirmation can come by text.

Free. No obligation. We only get paid when you save.