A good partner shouldn't be your biggest competitor.
Because we're not competing for your business, we can improve your process by offering you and your clients expert HR support. We'll handle their field calls & benefits admin to free up your time and ensure that renewal season (and every other season) is a breeze.
We don't offer a master health plan. Instead of losing group benefit business, we'll help you grow it.
Your clients will get help from real people, no 1-800 numbers here
Smoother renewal periods & simpler handoffs with our team assisting
Proactive processing & benefits administration stops loss due to errors
Feel confident recommending us with our 100% accuracy guarantee
Services we specialize in
Let's talk about what your clients are really looking for.
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What is Broker Assist and how does it work?
We help brokers provide top service to their clients by offloading administrative work to our team who handles wrangling carriers, billing, administration, and reconciliation. Our proactive approach to OE ensures that the broker is not waiting on data or reconciling fragmented reports. This allows you to spend your time totally invested in plan design and consultation for your client.
How is our relationship with you different than any other payroll comapny?
Because customer success is at the center of everything we do, we know that the best solution is a team of experts. Instead of competing for benefits business, we aim to serve the broker and client with the administrative resources they need to win. Unlike the other guys we know that when you win, we win!
Are you a competitor to insurance brokers?
No. The HR Tree is designed to complement the work brokers already do—not compete with it. We provide payroll, HR, and administrative services, while brokers remain the trusted experts on benefits strategy, plan design, and coverage solutions. Our goal is to strengthen broker relationships, not replace them.
Will The HR Tree sell insurance products?
No. We are not appointed to sell insurance products and do not offer a Master Health Plan. Instead, we work alongside brokers to help clients better manage the administrative side of benefits, creating a stronger overall experience for employers and employees alike.
How does partnering with The HR Tree benefit brokers?
By handling payroll, HR administration, onboarding, compliance support, and benefits-related administration, we help reduce the burden on both employers and brokers. This allows brokers to focus on advising clients, growing relationships, and expanding their book of business not hunting down administrative time sinks.
