Race To The End Of The Year
Race to the end of the year
With only two months left in the year, there isn’t much time left! This is the time when business owners are more likely to make changes for a fresh new year and I think we are all looking forward to a fresh new year! We want to help you stay on track and finish strong. We help brokers with PEO options, as well as insurance solutions to create a complete solution. We also help insurance agents with PEO placement, creating a partnership that protects insurance lines while taking advantage of services a PEO can best provide.
Client Messaging
We are also taking this time to remind clients of a few things to make the year end process go smoothly.
Please have all your employees verify their information. Below are three common areas that need review.
- Address – Did an employee move and not give you their updated address?
- SSN – Please make sure all social security numbers are accurate.
- Filing Status – Did they get married or have a dependent change during the year?
Commission Building
This year has caused many brokers and agents to review their business.
- Is your book of business diverse enough?
- Do you need new communication tools?
- Are you able to provide all the services your clients need?
If you find yourself having trouble with any of these questions, we are here to help!
Thank you for being a loyal partner and working with us. We appreciate that you have many options when it comes to your PEO needs, but there is only one Bridgely Key Options!
Sincerely,
