Vision of OPTIMA Employer Services

To partner with Insurance Agents and Brokers in pursuit of increasing agency revenues through the PEO industry. This process will not only educate the agents and brokers, but be a motivational part of the sales process. From prospecting for new clients, to contracting directly with the PEO.

Optima's unique concept of independent agents marketing multiple PEO's will change the level of professionalism representing PEO's and give our clients someone who is truly in their corner.

Historically, the PEO has has not been "Insurance Agent Friendly". When a predatory PEO takes over an account, you lose revenue and the opportunity to sell additional products. Optima's approach is to work closely with the agent and broker community and develop a mutually profitable relationship.

There are many PEO options, so which one is the best one for a particular client? Like insurance companies, most PEO's specialize in certain industries. There is not one PEO that is the answer to all customers needs. It is important to have relationships with several PEO's and know how to evaluate the strengths and weaknesses of the many options available. That is the commitment OPTIMA brings to this process. By knowing the management, ethics, financial security, specialties, product offerings and operational requirements of the many options. Allowing the agents and brokers to increase revenues, while bringing the best solutions to their clients.

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