Success Stories

As a condo association, we spent years dealing with double-digit (10+%) health insurance renewals and underwhelming plan options. We explored level-funded plans, the open market, and PEOs, but the numbers never worked—until we met Jeff. He brought us two well-matched PEO options that aligned with our needs/wants and we’ve now been with the same one for over seven years. Our renewals have stabilized at just 6–8% annually, and the PEO costs are far lower than what we found on our own. Working with Jeff has been a game-changer, bringing long-term value and peace of mind to our organization.

-Jennifer, Controller
Condo Association, 24 employees, Florida

We were with ADP TotalSource for three years and consistently faced challenges—especially when it came to managing multi-state employees, customer service, and the overall level of support. While our HR Director felt the system was “working,” it was clear she was constantly troubleshooting and overwhelmed.

As an architectural firm with 85 employees, we have a wide range of HR needs—401(k), benefits, workers’ comp, employee relations, time and attendance, onboarding, and more. We knew we needed to explore better options, but the process felt daunting.

Jeff had reached out to us a few times over the years, and when we finally decided to take a serious look, we went directly to him. While we’d been approached by other PEOs in the past, we believed that working with a broker would help simplify the process—and we were absolutely right.

Jeff presented us with three well-vetted options. Through his consultative approach, we collaborated closely to identify the best fit based on our specific needs. After interviewing the finalists and reviewing a full HRIS demo, the difference between our old provider and our new PEO was night and day.

Not only has service quality drastically improved, but the financial benefits have been substantial. We’ve saved $65,000 annually on health insurance alone, plus an additional $25,000 on admin and workers’ comp—while gaining a far better level of support and responsiveness.

We’ve now been with our new PEO for several years, and we highly recommend working with Jeff to find the right fit for your organization. His expertise and hands-on support made all the difference.

Bill, CEO
Architectural Firm, 85 employees, Georgia

We recently had the pleasure of working with Jeff and the experience was exceptional. From our very first interaction, Jeff demonstrated a deep understanding of the PEO industry and a genuine commitment to addressing our company’s unique needs.  It should be noted, our “unique needs” were definitely unique as we are a non-profit and we were administering our own medical benefits; Jeff most definitely had his work cut out for him finding a PEO vendor for us! 

What stood out the most was Jeff’s professionalism and dedication. Jeff had presented a few companies to us the year before and because of funding; we couldn’t make any moves.  During that time, Jeff would check in regularly to see if PEO was meeting our needs.  When it came time to present to us to again – we knew Jeff had taken notes about the current PEO services we were receiving and highlighted the needs that had been expressed to him previously.   

Moreover, Jeff’s friendly and approachable demeanor made the entire process seamless and enjoyable. He went above and beyond to ensure that we felt supported every step of the way. Thanks to his efforts, we are now partnered with a PEO that perfectly aligns with our business goals and values.

We highly recommend Jeff and Schield PEO to any organization looking for top-notch PEO services. Their expertise, customer-centric approach, and unwavering support have made a significant positive impact on our business.  The best part is, Jeff still checks in with us to ensure our needs continue to be met.

Melissa, Controller/HR
Behavioral Health, 33 employees, Florida

Our company has worked with two major payroll providers and several workers’ comp carriers over the years. Jeff clearly explained the advantages of partnering with a PEO and placed us with a great provider. They now handle all aspects of employee management for us.

Since switching, we’ve saved 20% on workers’ comp costs and no longer have to deal with time-consuming audits. I highly recommend Jeff’s services and making the move to a PEO—it’s saved us both time and headaches.

Eric – Owner
Mold Remediation, 45 employees, Illinois

We had been with a PEO for several years, and to put it simply—the experience was subpar. We dealt with frequent customer service delays and recurring issues, but with our business rapidly growing, expanding to multiple locations, and involving various decision-makers, we never took the time to make a change—despite knowing we should have.

Jeff had been reaching out to us for years, consistently educating us on the benefits of partnering with the rightPEO and the potential savings we were missing. Even so, we stayed with our existing provider… until we finally decided to take a serious look at the options Jeff recommended.

We went through a thorough and extended evaluation process—interviewing multiple PEOs, holding internal board meetings, and engaging in complex negotiations, which Jeff led from start to finish. The level of insight Jeff provided on each PEO—their strengths, weaknesses, customer service standards, and what to expect—was unmatched.

Now, after several months with the new PEO Jeff helped us select, we’re kicking ourselves for not making the switch sooner. The service is significantly better, we’ve saved a substantial amount of money, we’re offering improved health benefits to our employees, and we’ve built a stronger, more strategic partnership.

We couldn’t be happier with our decision to work with Jeff—and we highly recommend taking advantage of his expertise sooner rather than later.

Samantha – Controller/HR
Hospitality, 180 employees, Texas

For years, we stayed with a PEO that charged us astronomical rates, simply because we believed they were the only ones willing to take us on. Then Jeff reached out. I had never worked with a broker before, but I decided to give him a shot.

Jeff made the process simple—he gathered our documents, walked us through everything, and came back with two legitimate PEO options that offered master workers’ comp coverage. One of them came in with a staggering $35,000/year savings on workers’ comp alone—about a 35% discount. Honestly, we thought it had to be a mistake. But after vetting everything, it was very real. We moved forward, and we’ve been incredibly happy with the switch.

In total, we’ve saved around $55,000/year by moving to a PEO Jeff found for us. We’re extremely grateful for his help and plan to be long-term partners with this new provider. If you’re considering a PEO, I can’t recommend working with Jeff enough. He made the process easy, was straightforward, and negotiated strongly on our behalf.

Construction Material Supplier 
Andrea, 75 employees, North Carolina