For PEO Sales Teams, Brokers & Enterprise Partnerships

Stop Leading With
Your Product.
Lead With Data.

BizBenchmark gives PEO sales teams and independent brokers a data-driven reason to reach out — before the prospect is even shopping. Turn cold outreach into consulting conversations that close.

No credit card required to start · Full access from day one

17
Industries Benchmarked
All 50
States Covered
5 min
Average Assessment Time
9
Key Business Indicators
The Workflow

From Link to Lead in 5 Minutes

BizBenchmark fits into how you already work. No new process to learn. No friction for your prospect.

01

You Get Your Link

Sign up and receive your personalized benchmark link in minutes. Share it with any prospect — email, text, LinkedIn, or in person.

02

Prospect Completes the Benchmark

Your prospect fills out a 5-minute assessment. No login required on their end. You can pre-fill their info to make it even easier.

03

You Get the Intelligence

Instantly receive a full benchmark report with competitive position scores, overspend estimates, and AI-generated sales talking points — all in your dashboard.

04

Walk In With Data

Your first meeting is now a consulting conversation, not a cold pitch. You already know their pain. They already trust you.

Why It Works

Built for How PEOs and Brokers Actually Sell

Every feature was designed around the real challenges of PEO sales cycles — not generic CRM workflows.

Expand Your Total Addressable Market

Give every prospect a reason to engage — even ones who aren't actively shopping. A benchmark creates a conversation that cold outreach never can.

Improve First-Meeting-to-UE Submit Ratios

Walk into every first meeting with data, not a pitch. Prospects who've seen their benchmark arrive pre-sold on the conversation.

Clean CRM Data You Can Actually Trust

Every benchmark submission flows structured, verified data directly into your pipeline — no manual entry, no guesswork, no stale records.

An AI Data Layer Your Tech Stack Can Run On

Structured benchmark data is the foundation your AI investments need. Finally give your CRM and sales AI something real to work with.

Something to Give First

Stop leading with your product. Lead with insight. BizBenchmark gives reps a reason to reach out that prospects actually appreciate.

Instant Overspend Intelligence

Surface healthcare cost competitive position in minutes. Know before the first meeting whether a prospect is overpaying — and by how much.

For Your Prospect

You're Not Asking for a Favor.
You're Giving Them Something Real.

The #1 objection before sharing BizBenchmark: "Why would my prospect take 5 minutes to fill this out?" Here's the answer — they get a free competitive intelligence report that most business owners would pay a consultant hundreds of dollars to produce.

  • 📊
    Their Competitive Position Score
    A 1–10 score across 6 business dimensions showing exactly where they stand vs. industry peers — and where they have a growth opportunity.
  • 💰
    Estimated Annual Overspend
    A real dollar figure showing how much they may be overspending across health coverage, WC insurance, SUI taxes, and more — compared to similar companies in their industry and zip code.
  • 🏢
    Peer Comparison
    Side-by-side comparison on pay competitiveness, healthcare contribution, 401(k) match, and revenue generated per employee — against companies their size in their industry.
  • 🎯
    Actionable Intelligence
    Clear context on where they're competitive and where they have a growth opportunity — delivered in plain language, not consultant jargon.
The reframe: You're not asking your prospect to fill out a form. You're offering them a 5-minute assessment that tells them exactly where their business stands against their competition — for free. That's a reason to say yes.
Sample Output
Acme Plumbing Co. — Miami, FL
Construction · 22 employees
Overall Score
6.4
⚠ Moderate Risk
Key Business Indicators
7
WC Cost
6
Health
5
Turnover
8
Revenue
4
Wages
7
Mod Rate
Est. Annual Overspend$47,280
vs. Construction peers in Miami-Dade County
Peer Comparison — Construction
YOU
6.4
PEERS
4.8
68% of similar companies have switched providers in the past 24 months
Sample output — actual results vary by company, industry & location
From the Field

What PEO Professionals Are Saying

These aren't marketing quotes. These are real reactions from people who sell for a living.

47% increase in sales
“I've been in PEO for 11 years. This is the first tool that actually changes how I open a conversation. I'm selling 47% more since I started using BizBenchmark.”
Jennifer
PEO Sales Rep · San Antonio, TX
11-year PEO veteran
TAM expansion + CRM data quality
“This will dynamically change how PEOs operate. We finally have something to give first. It expands our total addressable market, improves our first-meeting-to-UE submit ratios, and gets clean data into the CRM that we can actually trust.”
Eddie
PEO Executive · Atlanta, GA
Go-to-market transformation
“This could dramatically change how PEO reps and brokers go to market from now on. And it gives PEOs solid, structured data that their AI investments can finally run on top of.”
Kim
PEO Broker · Texas
For PEO Organizations

The Data Foundation Your AI Investments Have Been Waiting For

Most PEO CRMs are full of incomplete records, manually entered guesses, and stale data that no AI tool can reliably run on. BizBenchmark changes that.

Every benchmark submission creates a structured, verified data record — industry, size, healthcare spend, renewal date, carrier, business stage — and pushes it directly to Salesforce, HubSpot, Bullhorn, or your CRM of choice. Because BizBenchmark is built as a push-only API, your data team can map it to any CRM instance in days, not the months most SaaS integrations require. No custom build. No standing data warehouse. No waiting.

  • Structured data on every prospect from day one
  • Healthcare renewal dates captured at first touch
  • Carrier intelligence for competitive positioning
  • Business stage signals for prioritization
  • Native CRM push to Salesforce, HubSpot, Bullhorn & more
Sample Lead IntelligenceLive Data
Healthcare Renewal
October 2025
Current Carrier
Blue Cross FL
Est. Annual Overspend
$47,200
Business Stage
Growing
Competitive Position Score
7.8 / 10
AI Sales Coach
"This prospect's renewal is 60 days out and they're overpaying by ~$47K. Lead with the healthcare competitive position angle — their carrier is known to be aggressive on renewals."
Pricing

Simple, Transparent Pricing

Start free for 7 days. No credit card required. Cancel anytime.

Free Trial
$0/7 days

Full access to all Pro features. No card required.

  • Full CRM with lead intelligence
  • AI-generated call scripts
  • Benchmark link + pre-fill URL
  • Competitive position scores across 9 KBIs
  • Healthcare renewal tracking
Most Popular
Pro
$249/month

Everything you need to lead with data. 1 broker seat.

  • Everything in Free Trial
  • Re-benchmark history & score trends
  • Weekly prospect digest email
  • Stack rank analytics
  • Captive WC candidate identification
  • Priority email support
Team
$1,497/month

For PEO teams. Up to 10 broker seats.

  • Everything in Pro
  • Up to 10 broker seats
  • H&B referral attribution pipeline
  • White-label report cover
  • Team performance analytics
  • Priority support
Enterprise
Large PEO Networks & Agencies

Custom seat count, dedicated onboarding, white-label branding, SLA support, and quarterly business reviews.

What happens after 7 days?

Your account moves to the plan you selected at signup. If you chose Pro, you'll be billed $249/mo. If you haven't added a card yet, your account pauses — no surprise charges, ever.

Do I need a credit card to start?

No. Your 7-day free trial starts the moment you create your account. We only ask for payment details when you're ready to continue after the trial.

Can I cancel anytime?

Yes — cancel from your billing settings in one click, no phone call required. If you cancel before your trial ends, you won't be charged anything.

Get Started

Ready to Change How You Go to Market?

See BizBenchmark in action with your own pipeline data. We'll walk you through the benchmark workflow, the broker dashboard, and how to integrate it into your existing sales motion.

30-minute demo, no fluff
Tailored to your team size and structure
Available for PEO sales teams, brokers, and enterprise partnerships
See real benchmark data from your industry

Prefer to start immediately?

Request a Demo

Fill out the form and we'll reach out within one business day.

No commitment. We'll respond within one business day.

The Benchmark Is the First Meeting.

Stop cold calling. Start benchmarking. Your prospects will thank you for it.

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