Bagels & Benefits

Bagels & Benefits is designed to give brokers and referral partners a clearer understanding of the PEO space and where BBSI fits in as another resource for your clients.

More businesses than ever are either already working with a PEO, considering one, or frustrated with their current experience. We want to create an open conversation around what brokers are seeing in the market, how to identify when a PEO conversation may make sense, and how BBSI can help support both client retention and new business opportunities.

This is not a sales pitch. Just a collaborative discussion with your local BBSI team about how we can be another market and resource in your back pocket when challenges come up.

What we’ll be discussing:
• When it makes sense to pull BBSI into a conversation
• What to expect from the BBSI process and service model
• What our program actually includes beyond benefits
• How brokers are navigating increasingly difficult renewals
• Ways to help clients who need more support operationally, not just medically
• Real-world scenarios where collaboration created better outcomes for clients

What you’ll walk away with:
• A clearer understanding of where BBSI fits best
• Practical talking points for identifying opportunities
• Ideas for bringing additional value and resources to your clients
• Connections with other local professionals and referral partners

Last month’s conversation included local brokers, CPA’s, and business advisors from across the Temecula Valley.

And of course… bagels and coffee are on us!