Matchmaking for Businesses

Personalized matchmaking services connecting businesses with the best PEOs, ASOs, EORs, or staffing firms tailored to their specific needs.

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Agents and Brokers

Support agents, brokers, and consultants in accessing client-specific PEO solutions, along with tools to track submissions and retention performance.

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Streamline Your Workflow

Effortlessly manage submissions, matchmaking processes, and retention analytics all in one place. Our dashboard simplifies your workflow, so you can focus on driving results and building stronger client partnerships.

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Streamline your workflow with, Synergized Software

In today's fast-paced business world, inefficiencies can hinder your growth. Keep track of all activities, emails, clients, and submissions in one place. Say goodbye to scattered records and hello to clarity with a seamless, organized platform for your workflow.


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How It Works

Client Submission

Submit client details and required documentation to begin the matchmaking process.

Market Outreach

We send your submissions to 388+ markets to generate interest and quotes.

Matchmaking Process

We connect clients with the best-suited PEOs, ASOs, or EORs based on their needs.

Quote Generation

Receive competitive quotes and proposals from interested markets.

Retention Monitoring

Track client retention rates and ensure satisfaction with selected providers.

Feedback Collection

Gather insights from clients and providers to refine the matchmaking experience.

Continuous Support

Our team is available for ongoing assistance, ensuring long-term client success.

Ready to revolutionize your workflow?

Get started today and take your business operations to the next level with Streamlined matchmaking, referral tracking, onboarding and so much more!

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