Live Webinar for Broker Partners

Win More Business with Integrated TPA + Payroll

How brokers differentiate, retain clients, and simplify the benefits experience.

Payroll

Easy, Painless Payroll

Simplify payroll, automate processes, and stay tax compliant — all in one place. 

  • Save time and effort with default configurations and automatic calculation of prorated and retro pay to ensure payroll completeness. 
  • Get peace of mind with verified federal returns and payroll tax services experts for timely and reliable support. 
  • Expand your workforce internationally with access to unifying global payroll. 

Level Up Your HR 

Automate manual tasks to focus on strategic work that adds value to your midsized organization. 

  • Give employees access to self-service tools like requesting time off or updating personal information via desktop or mobile app.
  • Be proactive and view all employee compliance items in one user-friendly dashboard.
  • Leverage a process automation engine that improves efficiency and data accuracy.  

Recruit & Onboard Star Talent 

Get top talent in the door and on the path to success.

  • Customize job listings, reach maximum candidates with automatic postings to online job boards, and leverage two-way email and texting within our applicant tracking tool.  
  • Streamline onboarding with a wizard-driven onboarding tool that lets you engage new hires from Day One. 
  • Help employees take ownership of their own career development and give managers the tools to support them.

Communicate & Collaborate 

Deliver the experiences employees want and build a more connected and engaged culture.

Generate Strategic Data-Insights 

Get meaningful metrics on your mid-market business’ workforce.

  • Create customized reporting dashboards to bring your data to life and focus on the KPIs that matter most to your team.
  • View labor costs and identify top cost centers to make strategic hiring and budgeting decisions.
  • See real-time employee data (even at the position level) and performance metrics to uncover and analyze trends. 
Payroll

Easy, Painless Payroll

Simplify payroll, automate processes, and stay tax compliant — all in one place. 

  • Save time and effort with default configurations and automatic calculation of prorated and retro pay to ensure payroll completeness. 
  • Get peace of mind with verified federal returns and payroll tax services experts for timely and reliable support. 
  • Expand your workforce internationally with access to unifying global payroll. 

Level Up Your HR 

Automate manual tasks to focus on strategic work that adds value to your midsized organization. 

  • Give employees access to self-service tools like requesting time off or updating personal information via desktop or mobile app.
  • Be proactive and view all employee compliance items in one user-friendly dashboard.
  • Leverage a process automation engine that improves efficiency and data accuracy.  

Recruit & Onboard Star Talent 

Get top talent in the door and on the path to success.

  • Customize job listings, reach maximum candidates with automatic postings to online job boards, and leverage two-way email and texting within our applicant tracking tool.  
  • Streamline onboarding with a wizard-driven onboarding tool that lets you engage new hires from Day One. 
  • Help employees take ownership of their own career development and give managers the tools to support them.

Communicate & Collaborate 

Deliver the experiences employees want and build a more connected and engaged culture.

Generate Strategic Data-Insights 

Get meaningful metrics on your mid-market business’ workforce.

  • Create customized reporting dashboards to bring your data to life and focus on the KPIs that matter most to your team.
  • View labor costs and identify top cost centers to make strategic hiring and budgeting decisions.
  • See real-time employee data (even at the position level) and performance metrics to uncover and analyze trends. 
Payroll

Easy, Painless Payroll

Simplify payroll, automate processes, and stay tax compliant — all in one place. 

  • Save time and effort with default configurations and automatic calculation of prorated and retro pay to ensure payroll completeness. 
  • Get peace of mind with verified federal returns and payroll tax services experts for timely and reliable support. 
  • Expand your workforce internationally with access to unifying global payroll. 

Level Up Your HR 

Automate manual tasks to focus on strategic work that adds value to your midsized organization. 

  • Give employees access to self-service tools like requesting time off or updating personal information via desktop or mobile app.
  • Be proactive and view all employee compliance items in one user-friendly dashboard.
  • Leverage a process automation engine that improves efficiency and data accuracy.  

Recruit & Onboard Star Talent 

Get top talent in the door and on the path to success.

  • Customize job listings, reach maximum candidates with automatic postings to online job boards, and leverage two-way email and texting within our applicant tracking tool.  
  • Streamline onboarding with a wizard-driven onboarding tool that lets you engage new hires from Day One. 
  • Help employees take ownership of their own career development and give managers the tools to support them.

Communicate & Collaborate 

Deliver the experiences employees want and build a more connected and engaged culture.

Generate Strategic Data-Insights 

Get meaningful metrics on your mid-market business’ workforce.

  • Create customized reporting dashboards to bring your data to life and focus on the KPIs that matter most to your team.
  • View labor costs and identify top cost centers to make strategic hiring and budgeting decisions.
  • See real-time employee data (even at the position level) and performance metrics to uncover and analyze trends. 

Event Details

Webinar Date: Thursday, May 21 | 12:00 p.m. CT

Today’s employers expect more than disconnected point solutions — and brokers who deliver a simpler, more unified experience are winning more business because of it.

Join us for this partner‑exclusive, 45‑minute live webinar where we’ll walk through how brokers are using an integrated approach to FSA, HSA, COBRA, and payroll to differentiate beyond price, improve client retention, and strengthen their advisor role in a rapidly consolidating market.

During this session, we’ll cover:

  • Shifting employer expectations and why experience is now a key differentiator 
  • Where brokers are winning (and losing) deals in today’s market 
  • How an integrated TPA + payroll approach simplifies FSA, HSA, and COBRA 
  • A live demo highlighting:
    • Enrollment and employee experience
    • Streamlined administration and reporting
    • COBRA workflows and employee support
  • How integration improves engagement, retention, and renewals 
  • Ways Paylocity supports brokers with co branded demos, proposals, and sales support 
  • Live Q&A

This session is designed to be practical and actionable, with real examples and a live walkthrough of what this integrated experience looks like in practice.

Hosts

eric-moore

Eric Moore

Host
Senior Director Channel Sales
Paylocity
will-helm

Will Helm

Host
Enterprise Benefits Technology Advisor
Paylocity