Request for proposal

Request your PEO proposals.

Fill in what you know now. We chase down what is missing. Only your name, email, and company are required, everything else helps us shop faster.

Company and requested date

Requested effective date

Client legal name *

DBA

Contact

Who we should talk to

Contact name *

Contact title

Phone

Email *

Workforce

Headcount and footprint

Full-time employees

Part-time employees

Contract employees

Number of locations

Number of legal entities

Company profile

Business details

FEIN

Transmitted securely, never shared.

SIC code, if known

Nature of business

Payroll

Pay frequency and provider

Weekly

Bi-weekly

Semi-monthly

Monthly

Gross annual pay, all employees

Current payroll provider

Current payroll annual cost, if outsourced

Risk and outsourced costs

What you carry today

State unemployment rate(s)

By state, if you operate in more than one.

EPLI annual cost, if applicable

Outsourced services annual cost

Employment attorney, HR outsourcing, COBRA administration, HR collateral, or workers' comp training, combined or itemized, whatever you have on hand.

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

Step two, separately

The group health questionnaire stays off the open web.

Groups with fewer than 25 employees enrolled on benefits may need an individual medical questionnaire before carriers will quote. That document asks about specific health conditions, so we do not run it through a browser form. Once we have your company information, we send the confidential questionnaire as a fillable PDF through a private channel, and you return it the same way.

Want to start now instead of waiting? The full RFP packet, including that questionnaire, is available as a fillable PDF you can complete and send yourself.

Download the fillable PDF