Winning California Brokers More Business: ExtensisHR’s Value Explained

With ExtensisHR, you don’t have to tackle California’s complexity alone. Our local expertise and broker-friendly service model make it easier for you to advise confidently, differentiate your value, and deliver scalable HR solutions that help clients thrive.

Here’s how we help empower your clients and strengthen your brokerage.

Deep knowledge of California compliance (so you don’t have to be an expert in everything)

Calling California a strictly regulated market is an understatement. SMBs rely on their brokers to help them stay compliant with various state employment laws, including the California Family Rights Act (CFRA), the pay transparency guidelines under Senate Bill 1162, and the California Fair Employment and Housing Act (FEHA). Add in city-specific laws like San Diego’s Living Wage Ordinance or Los Angeles’ Fair Work Week rules, and the complexity multiplies.

With ExtensisHR, brokers can offload this heavy lift. Our compliance specialists stay ahead of evolving state and federal regulations, translating legal requirements into clear, client-friendly guidance. This support helps brokers:

• Advise confidently without becoming de facto compliance officers
• Reduce client risk and shield their own credibility
• Strengthen trust across their book of business

We also empower brokers with proven, industry-recognized credentials that back your recommendations. Beyond our IRS-certified PEO status, we hold accreditations with the Employer Services Assurance Corporation (ESAC), SOC 1 Type 2, and Certification Institute (CI). These certifications give our broker partners the confidence that our HR resources and practices meet rigorous standards, demonstrating integrity, reinforcing trust, and giving your clients peace of mind.

We safeguard, not compete for, your client relationships

As a broker, you invest significant time and effort to win and retain clients. ExtensisHR complements that work while enhancing your offerings. Our referral-first approach doesn’t recognize Broker of Record letters, meaning your book of business is fully protected, letting you maintain control over your clients and earn commissions for the lifetime of the client. On top of that, our broker support includes healthcare renewal assistance, a dedicated service team, and direct communication with ExtensisHR’s leadership, so you have the tools and backing to deliver an elevated client experience without sacrificing your role as their trusted advisor.

The advantage of co-employment: more support for your clients and more protection for your book

There are many moving parts behind every HR strategy, from payroll and benefits administration to employee recruitment and performance planning. Brokers often end up fielding questions or stepping outside their scope simply because clients don’t know where else to turn. ExtensisHR’s co-employment model absorbs that complexity. We take on specific HR responsibilities while keeping you at the center of the client relationship.

Our dedicated service and leadership teams provide your clients with direct support and tailored solutions while protecting your book of business, your commissions, and your growth in California:

• Your commissions are protected
• Your client relationships remain yours
• Your portfolio grows without stretching your bandwidth
• Your clients receive white-glove support from dedicated experts

Your clients get better outcomes. You stay their most trusted partner. Everybody wins.

Expanded solutions earn more clients

No two broker clients are alike. In addition to our PEO services, ExtensisHR supports your full client portfolio with additional solutions you can match to the right prospect, including:

• SchoolCloud®: A school-first HR platform designed for charter, private, parochial, and independent schools.
• PEO Premier®: A concierge, premium-level PEO offering with hands-on support and exclusive resources, including a single point of contact Premier Account Manager, an applicant tracking system (ATS), international benefits perks, and enhanced benefits life insurance and disability coverage.
• HRO (human resources outsourcing): A graduated solution for companies that have outgrown the PEO model or do not need a co-employment arrangement. This flexibility also gives clients the option to add Open Market health benefits with benefits administration or carve out benefits administration.​

These options allow brokers to present right-fit solutions that accommodate varying budgets, growth phases, and service-level expectations.

Competitive, cost-effective benefits that win and retain accounts

Healthcare costs in California continue to rise. A study by the Department of Health Care Access and Information (HCAI) found the state’s total healthcare expenditures rose 8.2% in 2023. As this pattern continues, more brokers face the following challenge: finding employee benefits that fit their clients’ budgets and workforce expectations.

ExtensisHR strengthens your benefits strategy by offering:

• Fortune 500-level plans through large-group pricing
• Access to top California carriers, including Kaiser Permanente
• HSAs, FSAs, 401(k), disability coverage, telehealth, supplemental plans, and more
• Streamlined open enrollment support
• Employee self-service through our Work Anywhere® platform
• A dedicated team at our Employee Solution Center (ESC) for fast answers and exceptional employee experiences

This gives brokers a powerful, competitive advantage: stronger benefits at a more accessible price point.

Customer service that directly supports broker retention

You know better than anyone that exceptional service reduces churn and drives referrals. That’s why our customer service model is built to elevate the client experience while making brokers look great.

Unlike many big-box PEOs, we pair clients with a dedicated Account Manager, HR Business Partner, Payroll Specialist, Implementation Manager, and other service team members to deliver real-time and human-driven support.

Additional help is available from our ESC professionals, known for a 95% same-day resolution rate and an average initial outreach response time of under 15 seconds. These layers of excellent customer service contribute to our high satisfaction ranking across the HR industry, including our Net Promoter Score (NPS) score of 86.

Streamline processes at every stage

Transparency is the foundation for our partnership experiences, making it easier to lead clients through each step of the relationship, while protecting your role and revenue. Here’s what brokers can expect when partnering with us:

• Sales support: Receive tailored quotes within 48 hours to keep prospects engaged and deals moving faster
• Implementation: Have us seamlessly take over daily HR administration to reduce operational disruption while onboarding clients
• Client engagement: Provide clients with best-in-class, ultra-responsive services while we act as an extension of your business
• Secure commission: Earn ongoing commissions for the life of the client; your book of business remains yours

By keeping processes transparent and support predictable, ExtensisHR helps you make more informed decisions, strengthen client trust, and add more value et every stage of the client lifecycle.

Complimentary recruiting services to differentiate yourself

The California job market is full of competitors seeking similar top talent. To win over potential new hires, SMBs need to adopt a standout hiring strategy and a positive candidate experience.

ExtensisHR’s recruiting services are included within our PEO solution at no additional cost, helping clients to maintain a healthy talent pool while differentiating your offer suite from others. Our experts handle job postings, skills assessments, interview resources, offer letter guidance, and more. We also ensure hiring and onboarding comply with Dynamex/ABC rules, which is critical in California’s labor environment.

These complimentary services help brokers:

• Add tangible value to their offering
• Support clients through talent shortages
• Retain accounts at risk due to staffing challenges

Open yourself to more local industries

Dubbed the fourth-largest economy in the world, California’s business landscape is rich with diverse industries facing unique HR challenges and opportunities. It’s essential for brokers to know their clients’ sectors so they can provide comprehensive solutions.

ExtensisHR has decades of experience across many industries in California, including:

• Professional services
• Media and entertainment
• Technology
• Fintech
• Financial services
• Light manufacturing
• Schools
• Healthcare

This depth of industry experience allows us to anticipate the regulations, standards, and workforce trends your clients face every day. We turn that insight into practical, proactive HR strategies that help your clients stay compliant, operate efficiently, and scale with ease, whether they’re growing within California or expanding across state lines.

Maximize client value and support with a broker-friendly PEO

ExtensisHR helps California brokers amplify their value, expand their capabilities, and deepen their relationships with clients across every stage of growth. Our broker-friendly PEO model delivers the expertise, resources, and service reliability your clients expect and the protection, partnership, and revenue opportunities you need.

Let’s unlock more wins in the Golden State

Speak with our specialists today to learn how ExtensisHR can help you strengthen retention and grow your book of business.