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Broker Case Study: How SynchronyHR Works With Clients and Their Broker Partners

Updated: Sep 1

A nonprofit agency that provides 24-hour crisis intervention, advocacy, case management, interpreting, and mental health services to individuals who are deaf, hard of hearing, and/or deafblind was growing quickly, which brought about challenges. The team primarily needed help navigating tedious administrative tasks and employment law concerns that came with this growth, including managing remote employees in several states and the coinciding multi-state taxes.


The Executive Director of the nonprofit reached out to one of their trusted advisors for help: their broker partner. Recognizing that the team needed a streamlined employee management solution, the broker quickly thought of reaching out to a human resources outsourcing (HRO) organization, also referred to as a PEO.


Thankfully, the broker had SynchronyHR, a broker-friendly HRO organization based out of St. Louis, MO, in their corner. Not only did SynchronyHR offer the solutions needed to assist with the client’s problems, but they are also one of the few HRO organizations that act as a true partner to brokers.


The results?


After a few productive meetings between all three parties, the nonprofit decided to officially partner with SynchronyHR. Upon onboarding, a member of the SynchronyHR HR team was able to work one-on-one with the nonprofit’s management team on their unique challenges. They also noticed new and beneficial efficiencies from SynchronyHR’s robust HR technology offering, which includes tools specific to applicant tracking, onboarding, performance management, timekeeping, and more.


As part of this partnership, the broker was able to remain as the broker of record, with the nonprofit keeping their current medical plan in place through their agency. Not only did the broker shine in this advisory role, but they also helped their organization maintain an existing relationship.


Want to learn more about how SynchronyHR can help brokers and their clients? Reach out today!

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