Your clients want more successful teams; ones that create fewer HR headaches, demonstrate stronger retention, and are made up of people who actually move the business forward. But most small business (SMB) owners aren’t HR experts. They’re stretched thin, reacting to problems instead of building systems that prevent them.
That’s where you come in.
As a broker, CPA, or advisor, you’re perfectly positioned to connect clients with solutions they wouldn’t find on their own. And one of the most impactful moves you can make is introducing them to a PEO like BBSI.
In this blog, we’ll cover:
Let’s start by looking at why this matters to you.
You’re already the go-to person when your clients hit a wall. Tax confusion? They call you. Insurance renewal panic? You’re first on the list. That trust is currency. You can spend it smartly by pointing them to resources that actually make their business stronger.
Here’s what you gain by referring a PEO:
Most business owners don’t wake up thinking, “You know what I need today? A full HR overhaul.” But they do stress about losing good employees, managing remote workers, and staying out of legal trouble. A PEO solves all of that. When you’re the one who introduces the idea, you don’t just look smart. You look indispensable.
Want to know what separates the businesses that thrive from the ones that spin their wheels? It’s not just funding, leadership, or a cool break room. It’s good people working well together, and sticking around long enough to make an impact. That’s what a PEO helps deliver.
PEO-backed businesses consistently outperform their peers:*
When a business isn’t tangled up in compliance issues or stretched thin managing payroll and onboarding, leadership has room to think strategically. They can finally focus on building culture, investing in the right people, and creating systems that scale.
Ultimately, you get a successful team not from micromanaging, but from removing obstacles.
A good PEO creates space for leaders to lead and teams to thrive. That’s what your clients are really after, even if they don’t know it yet.
Success at a high level requires the right culture. That means systems, support, and smart delegation. By centralizing the back-office chaos and offering real-world expertise, a PEO like BBSI gives your clients the breathing room to build teams that don’t just survive change, but grow through it.
Affordable, competitive plans help small businesses play in the big leagues. With a PEO’s buying power, your clients can offer health and retirement options that rival the Fortune 500.
Between employment laws, OSHA, workers’ comp, and federal and state regulations, compliance can feel like a minefield. A PEO assists with the red tape, minimizes risk, and helps keep your clients out of hot water.
Centralized systems for payroll, onboarding, and employee documentation equal less chaos, fewer mistakes, and more time for actual leadership.
Harassment claims? Performance issues? Termination logistics? Your clients don’t have to navigate those landmines alone. They’ve got professionals in their corner.
HR pros can help your clients identify future leaders, reshape their org chart, or rethink how they recruit.
With these services in place, clients become magnets for top talent. That’s the kind of infrastructure teams want to grow within, and it’s the kind of support most SMBs can’t build on their own without a PEO partner.
To your clients, you’re not just a connector, but a catalyst. When you bring a PEO like BBSI into the conversation, you do more than drop a name. You steer your clients toward real impact.
Here’s three tactical moves you can make as an advisor to help your clients reach the next level:
The data speaks for itself: working with a PEO yields an average ROI of 27.2 % based on cost savings alone, translating to roughly $1,775 saved per employee annually.
Invite BBSI in for a lunch‑and‑learn or webinar. Show clients how streamlined HR systems, better benefits, and expert compliance translate to less turnover and stronger teams.
Whether it’s during insurance renewals or tax season reviews, weave PEO discussions into your check‑in chats. Clients already expect you to spot risk and optimize cost, so why not nudge them toward a solution that does both?
Putting these tactics into practice is how you go from a useful addition to an invaluable strategic advisor. Moving from “insurance guy” (or gal) to “business-systems partner” is a massive upgrade, and it’s the best way to form and maintain those long-term relationships that lead to mutual growth.
When your client’s team runs better, their business stabilizes. That means fewer emergencies, less scrambling, and fewer last-minute renewal or filing snafus landing on your desk.
You’ve seen the stats and you’ve heard the pitch. But what does it actually look like when a referral partner brings a PEO like BBSI into the picture?
Let’s look at RSI Insurance, a brokerage serving clients in the high-risk world of commercial trucking. Lesvia Nanez, one of RSI’s brokers, knew her clients were constantly overwhelmed with compliance issues, HR messes, and workers' comp claims on top of running their operations.
So, she partnered with BBSI. Here’s what happened:
The best part is, Lesvia didn’t just hand her clients off. She stayed involved, supported by BBSI’s hands-on service model and local team. Together, they delivered real, visible value at renewal time, backed by hard data and better outcomes.
“BBSI sees my clients as just as important as I do,” Lesvia says.
This is what a good referral looks like. Not just a name drop. Not a handoff. A genuine partnership that strengthens your role and sets your clients up for long-term success.
Successful teams don’t happen by accident. They’re built with structure, support, and smart partnerships. As a trusted advisor, you’re in a rare position to guide your clients toward real change.
By connecting them with a PEO like BBSI, you’re helping them reduce risk, retain talent, and run more efficiently, all while solidifying your role as a strategic partner.
If you’re ready to take the first step and start helping your clients reach the next level of growth (while building and maintaining your own book of business), get in touch with your local BBSI representative and become a referral partner today.
*Source: NAPEO