01
Brief Introductory Review
We confirm basic fit, employee count, payroll structure, and whether an active health plan is already in place.
Strategic Employer Plan
Contact Strategic Employer Plan
Request a brief overview or tailored projection for your organization.
Strategic Employer Plan serves as an independent introduction point for qualified employers seeking access to the leading specialized employer payroll & benefits efficiency platform.
Get in Touch
Request an Overview and/or Tailored Projection
Complete the form below and we will follow up to coordinate a brief introductory conversation.
Best suited for employers with approximately 20+ full-time W-2 employees, an active health plan, and a stable payroll structure.
Not sure if this applies to your company?
Watch the 90-Second Executive Overview first — a quick explainer on how the payroll optimization structure works before you reach out.
Strategic Employer Plan
A brief introductory conversation helps determine whether the organization appears to meet the basic requirements before coordinating access to a more detailed discovery discussion.
Process Overview
What Happens Next
02
Discovery Coordination
If appropriate, we help coordinate access to a specialized implementation team for a more detailed discussion.
03
Census + Tailored Projection
Qualified employers may request a tailored projection based on company size, payroll structure, and implementation suitability, after first submitting a census.
Strategic Employer Plan is an independent strategic introduction and information resource for employers. Information on this site is for general educational and preliminary review purposes only. Program availability, eligibility, and projections may vary by employer and should be reviewed with the appropriate professional resources. No specific outcome is guaranteed.