PEO Exit

Say Goodbye to One-Size-Fits-All PEOs

ServicePro Insurance Solutions and their partners help you exit your PEO and build a better future

Key Benefits

  • Keep Your Payroll & HR Tools – just the way you want them
  • Design Your Own Benefits Plan – not just what your PEO offers
  • Avoid Locked-In Contracts & Fees
  • Save Thousands on Admin Costs & Hidden Fees (real examples below)
  • Own Your Data & Decision-Making Again

Tired of high PEO costs and limited flexibility? Whether your company has 50 or 500 employees, ServicePro Insurance Solutions can help you explore smarter options — with strategic HR and benefits design that keeps you compliant and in control.

We work with Trusted Partners such as HCM Unlocked to ensure your transition is smooth, supported, and custom-fit to your needs. Our goal? Improve your employee experience while dramatically lowering your costs.

Want to see your own savings breakdown? Let us run a free analysis — no obligation, just clarity.

Greater control over employee benefit design and carrier selection

Reduced administrative fees and lower insurance premiums

Modern HR platforms with better integration and reporting capabilities

Direct service relationships that improve response times and employee satisfaction

100+ Employee Group Real Example

Compliments of HCM Unlocked. Results May Vary.

Hear from our Clients

Darrell Olps

"As a small business owner who wanted to provide medical coverage for our employees, I found Serena to be professional, knowledgeable, and helpful in the guidance and acquisition of the correct medical coverage for our staff. I quickly discovered the process entailed a good deal of unanticipated management focus on repetitive efforts, process, documentation, and administrative tasks. I found Serena’s assistance and well versed support very welcome as she quickly guided us online, minimizing operational impact and providing necessary tools to complete the process."

Pankaj Patel

We have been in business with Serena @ ServicePro Insurance for last 11 months and it has been a great experience. We have ended up saving 70 percent on our processing and healthcare costs and we have been able to provide our employees with better coverage as well. I think transition from Trinet to Paylocity is lot easier when Service pro is helping us with our health benefit management. We are a nationwide company with 60 locations in various states so our complexity needed a capable company

Virginia Onodera

We participate in Small Group Employer plans and have worked with Serena for the past five years. From the start, Serena has been exceptional. Her professionalism is top-notch. Her ability to carefully listen and tailor solutions to our specific needs and concerns has continued year after year -not only during open enrollment, but throughout the year whenever support is needed.

MJ Highland

Over many year I have worked with Serena and she is by far the most responsive agent I have ever had the pleasure to work with. She takes every inquiry seriously, responds within a very short time and actually follows up with a resolution. In this day and age this is rare quality. I would highly recommend anyone who has insurance needs seek out her services.

Brendan Purcell

Serena is amazing! Deeply knowledgeable of health insurance options and went above and beyond to make sure I chose the right plan. She’s a life saver, thanks Serena!

Advantage Communications

Over the past year, we've had the pleasure of working with Serena. She has been instrumental in assisting us with our insurance needs and consistently makes herself available to answer any questions we have.

Michael Vogt

As someone who handles the HR responsibilities for a small law firm, navigating employees’ health insurance can be a bit overwhelming. When I run into trouble, Serena is there for me. She responds to my emails and phone calls almost immediately and always takes the time to help me work through the issue. I appreciate her patience and expertise! She provides me with peace of mind.

Gang Chen

As a small biotech company, navigating employee benefits can be a challenge, but ServicePro Insurance made the process seamless. Serena and Angela were incredible partners during our annual review. They took the time to understand our needs and found a provider that was a perfect match—not only saving us money but also ensuring we kept the best possible benefits for our team. Their expertise is invaluable for any small business looking for high-quality, cost-effective solutions.

Akshay Shah

Serena has been a game changer for our small consulting business across strategic planning, employee health insurance, and building/managing our 401(k).

She makes complicated stuff feel manageable, stays on top of everything without being chased, and actually thinks like a business owner. That’s rare.

She also connected us with Steve, Susan, and their great team at Dickerson Insurance Services who have handled our employee medical plans seamlessly.

If you’re running a business and need someone who knows their stuff, cares about your success, and doesn’t waste your time, she’s the real deal.