The WMA Process

The WMA Process Methodology

A disciplined, six-phase methodology that removes guesswork from PEO selection and keeps your program accountable long after implementation.

Discovery & Requirements

01

We map your headcount, multi-state footprint, pay cycles, benefit expectations and compliance exposure to define exactly what a PEO must deliver.

  • Census and payroll review
  • Current carrier and plan audit
  • Compliance risk inventory

Benchmarking

02

Your current spend is broken into its real components—admin fees, benefit costs, workers' comp and hidden pass-throughs—so comparisons are apples-to-apples.

  • True cost baseline
  • Admin fee normalization
  • Workers' comp mod review

Market Analysis

03

We approach only the PEOs that fit your size, industry and state mix, then build a side-by-side model of plan design, service levels and total cost.

  • Targeted PEO shortlist
  • Plan design comparison
  • Service model scoring

Negotiation

04

As your advocate, we negotiate admin fees, renewal caps and service commitments in writing before anything is signed.

  • Fee and cap negotiation
  • Contract term review
  • Service level commitments

Implementation

05

We project-manage onboarding end to end—data migration, enrollment, manager training and first payroll validation.

  • Onboarding timeline
  • Open enrollment support
  • First payroll audit

Ongoing Stewardship

06

We stay on as your advocate: quarterly reviews, escalation support and renewal negotiation every single year.

  • Quarterly service reviews
  • Issue escalation
  • Annual renewal defense

Want the methodology applied to your organization?

Start with a discovery conversation. We'll show you what your current program really costs and where the leverage is.