Member Benefits
As a member, you'll have access to a slew of free professional resources and community events to stay connected, learn and grow within the industry.
Browse around, explore, and then join the PEO Brokers Collective to reap the full benefits.
Resources
Your home base for industry insights, training, and tools designed to help you grow as a PEO broker. You’ll find the latest trends, on-demand trainings, and practical guides curated by brokers, for brokers. Use these resources to sharpen your skills and strengthen your business.
Comprehensive PEO Broker Tools and Resources
The PEO Brokers Collective provides practical tools and resources designed to help brokers operate with clarity, consistency, and integrity. These frameworks and templates support objective PEO evaluation, structured discovery, and transparent client education. Every resource is built from real brokerage experience and reinforces fit-based recommendations over transactional sales.
Expert Support and Consultation
PEO brokerage is complex, and informed guidance matters. The PEO Brokers Collective offers access to experienced practitioners who help brokers think strategically, navigate challenges, and avoid common pitfalls. Support is grounded in education and accountability, ensuring decisions protect long-term credibility, not just short-term outcomes.
Tailored Solutions for Every Need
Brokers and brokerages operate at different stages and serve diverse markets. PEO Brokers Collective resources are designed to scale with experience, business models, and client complexity. Rather than prescribing a single approach, the Collective equips brokers to build strategies aligned with their values and long-term vision.
Enhanced Professional Development
Professionalism in PEO brokerage requires more than product knowledge. The PEO Brokers Collective focuses on developing critical thinking, ethical judgment, and advisory skills that build trust with SMBs. Training emphasizes education over persuasion, helping brokers lead informed decisions that align with their clients needs and priorities.
Ready for tools at your fingertips? Join today for full access.
Community
The Collective is more than resources...it’s a community. Here you’ll find upcoming events, peer conversations, and opportunities to connect with brokers across the country. Whether you’re looking to share insights, build relationships, or stay ahead of industry shifts, this is your place to engage and grow alongside others who share your commitment to elevating the PEO industry.​
Annual Conventions
Step into the future of PEO at this year’s convention, where groundbreaking ideas,
powerful connections, and growth opportunities await those ready to lead the industry forward.
Monthly Roundtables
Join monthly roundtables focused on open discussion and collaborative problem-solving. Exchange perspectives, compare approaches, and learn from peers while working through real scenarios shaping today’s PEO landscape.
Trainings & Playbooks
Sharpen your edge through targeted trainings and playbooks designed for PEO brokers ready to master best practices, expand knowledge, and lead clients with greater impact.
Workshops and Webinars
Participate in practical workshops and expert-led webinars designed to sharpen your skills, deepen industry knowledge, and strengthen your business. From tactical playbooks to emerging trends, each session delivers actionable takeaways you can use right away.
Active Forums
Engage in our online forums, an always-on
space where PEO brokers connect, exchange
ideas, and crowdsource solutions to everyday
challenges and big growth opportunities. Conversations are already live and active on slack -- you won't want to sleep on this!
Alumni Groups
Most of us have crossed paths at one PEO or another and those chapters still matter. Alumni Groups let you earn badges for the PEOs you’ve worked at and connect with brokers who know the experience firsthand. Share insights, swap stories, and tap into a built-in network shaped by where you’ve been.