UPDATED AS OF 8/7/26
Step 1
To become an appointed partner broker with PEO 4 ME there are 2 action items that are required before submitting a new group.
Prior to placing new business, please submit the following docs to info@peo4me.com
1. Partner Docs -
2. Mandatory- Partner Training
Step 2
We are excited to share that we have implemented a new AI-powered underwriting tool designed to help us evaluate groups more efficiently and consistently. You will no longer need to do medical questionnaires which is a bonus!
As a result, we have updated our underwriting submission requirements and created a new Group Underwriting Request Form. Moving forward, this form will serve as the first step in our underwriting process and must be completed before a group can be submitted for review.
Please complete and submit the underwriting request form listed to the right and the newly updated census.
Required Documents:
- Most recent medical renewal
- Completed census of all full-time eligible enrolled (including dependents) and waived employees
- Group Underwriting Request form
Step 3
Please complete these two forms and submit with the group's most recent renewal to info@peo4me.com to see if your group qualifies for our plan.
Qualified Groups
Education
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- Scribe Enrollment Tutorial-slides that show the EASE enrollment process.
- Client Presentation (PDF)
- Partner Training Presentation (PDF)2025
- Broker Meeting Presentation 8.22.25
- New Member Informational Page
- New Member Informational Video
- Broker Education / Checklist
- PEO plan updates Feb 2026
- Partner meeting recording 2.24.26
- Scribe Enrollment Tutorial-slides that show the EASE enrollment process.
