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June 14, 2024

Transitioning from a professional employer organization to Marsh McLennan Agency

We make changing easy.

While professional employer organizations (PEO) are a great solution for early-stage or growing businesses, there comes a time when you’ve outgrown this structure and need to take your employee health and benefits program to the next level. As your company evolves, you may be finding that you need more hands-on support, your benefit offerings aren’t keeping up with the demand for top talent, or you’re significantly overpaying for these services.

Transitioning away from a PEO can be a strategic move, offering greater control, flexibility, and savings. Enter Marsh McLennan Agency (MMA) and our dedicated PEO Partnership Implementation team.

Why switch to Marsh McLennan Agency?

You need an advisor committed to seeing you thrive to reach your goals. We are dedicated to serving the insurance needs of employers like you. We’ve even established a PEO Partnership Implementation team that works exclusively with employers leaving a PEO. We protect and promote possibility—helping our clients dream bigger, reach further, and plan for the opportunities ahead.

Here’s what our clients are saying.

From evaluating your needs and options to implementing and communicating the new plans to your employees, MMA’s PEO Partnership Implementation team will be with you through the entire transition.

“Coming off of our PEO after a year of hyper-growth was daunting and scary, but the PEO transition team at Marsh McLennan Agency put us at ease and walked us through each step. After having a hard time ever getting answers or direction from our PEO, MMA was a breath of fresh air and helped us to feel confident in our ability to transition our people to our new plans and platform.”

"Alix and the entire Marsh McLennan Agency team made the PEO transition seamless. They were in all the details and were incredibly responsive throughout the process. We're very glad we selected MMA as our broker!"

Partnering with us sets you up for success.

You can rely on us for:

  • Tailored benefits programs
  • Plan management 
  • Technology and compliance consulting
  • Wellness strategies and innovative solutions
  • Growth opportunities and cost savings
  • Actionable data insights

How to get started

We have established a detailed and structured transition process. To initiate the process, we will need specific information, such as an employee census, as well as current plan design information, rates, and contributions. We will then develop a tailored, comprehensive program and work with you to understand the various nuances. Finally, we will build a custom transition plan and project timeline to ensure a smooth and efficient transition.

Interested in exploring options outside of a PEO? Click here to get in touch with a Marsh McLennan Agency team member to learn more about the PEO extraction process and how we can help.