Request a Discovery Call with Insperity

You will receive a scheduling email directly from the Insperity/FSI team giving you options for a discovery call.

Expect to receive the scheduling email within 2 business days (but typically much sooner) from an @Insperity.com email address.
(See more below on discovery calls, below the submission form)

Health Form

Contact Information

First Name*

Last Name*

Your Title/Role*

Email*

Phone Number*

Your Practice

Practice Name*

Practice Website*

Name of Your Broker-Dealer or RIA*

Practice HQ City*

Practice HQ State*

Including yourself, how many employees on payroll?*

Are you currently with PEO?

YesNo

Check all coverages/business tools you want to explore:

Major Medical InsuranceDental & Vision ONLY (no Medical)Payroll & HR ServicesDisability InsuranceGroup Life Insurance

Please add any details or specific requests you would like addressed on your discovery call.

We are here to help with every step of the process. If you are having any issues, please reach out to Chris Paulitz at cpaulitz@gotodsi.com
NOTE: In Maine and Maryland medical/dental/vision are only available for practices with 50+ employees. All other PEO services are available to practices of any size in those two states.

Important: Information in this form will be sent to the appropriate FSI/Insperity team solely for the purpose of outreach to you regarding the CoveredAdvisor/Insperity program, and will not be shared with any other entities.

Upon submission of this request you will receive a discovery call:

The discovery call includes a brief overview of the Insperity offering and how it may benefit you, your practice, and your employees. If you decide to evaluate the program further, you will be asked to submit some additional information such as an employee census so the Insperity team can create a detailed proposal with initial benefit plan, program & pricing options.

From discovery call to ‘go-live’ implementation, the entire process can take 4-6 weeks, but the Insperity team is adept at meeting timetables that best serve their clients.

And, receive additional support from the DSI team and our PEO Program Manager, Vivian McAllister

The DSI team is here to ensure your initial questions are answered and expectations are met throughout the discovery, evaluation, and implementation process. Whether or not you are a current FSI Member or enrolled in one of our large group Disability and Life/AD&D benefit plans, we are here to serve as an additional point of contact and support for you.

You can reach Chris by emailing him at cpaulitz@gotodsi.com