2025 Broker Elite Program Terms and Conditions

Program Pre-Qualification

Brokerage must have at least 250 WSEs and 5+ TriNet clients as of the beginning of the qualification period (February 1st, 2025 – January 31st, 2026) to qualify for the program.

Tiered Per-WSE Reward

A Tiered Per-WSE reward shall be made available to a broker hitting either (1) a WSE % growth target or (2) attaining 85% annual WSE Persistency. Broker Elite Status is achieved if both targets are hit, which includes an additional reward plus invitations to a luxury trip.

Broker Elite Status Luxury Trip

Broker Elite Luxury Trip winners will receive a paid 2-night trip to a domestic resort destination selected by TriNet, and each winner will enjoy complimentary economy airfare, lodging (one room), and select food & beverage for themselves and a guest.

Terms and Conditions

1. “Qualification Period” is defined as February 1st, 2025, through January 31, 2026.
2. 15% WSE Growth to be determined by comparing the number of a broker’s PEO-referred WSEs at the beginning of the Qualification Period to those at the end of the Qualification Period.
3. Brokerage cannot qualify for the 15% WSE growth reward solely through organic WSE growth but must also place at least 2 new clients with TriNet during the Qualification Period.
4. A “Broker or Brokerage” is defined as an entity to which TriNet has an existing contract with and pays regular referral fees.
5. “WSE Persistency” is defined as the percentage of broker-referred TriNet WSEs retained from the beginning of the Qualification Period compared to the end of the Qualification Period.
6. TriNet will track and audit broker performance throughout the Qualification Period.
7. All results are based upon the final numbers and standings through and including January 31, 2026. Results will be audited by TriNet. TriNet will communicate the results on or around March 28, 2026. Any results or recognition released prior to the final determinations are preliminary and non-binding, subject to the final audit.
8. All qualification standards are absolute, and there are no exceptions to these Terms and Conditions.
9. There are no individual cash substitutions or alternative dates for the trip awarded to Broker Elite Status brokerages.
10. Where there are multiple criteria referenced for qualification, every criterion must be met for the broker to qualify.
11. “Guest” is defined as a spouse, partner, significant other, or other adult family member or friend, in each case, age 18 years or older. TriNet will pay complimentary economy airfare and lodging (one room) for only one (1) guest to attend the Broker Elite Status trip with each eligible brokerage attendee. Attendees are solely responsible for all other additional travel costs and expenses related to their invitation or inclusion of any additional person(s), if applicable. Brokers and their attendees acknowledge and agree that TriNet is not responsible if attendees get sick or injured while on the Broker Elite trip.
12. The TriNet DVP, Broker Sales has full and absolute discretion and approval authority for all attendees, including guests. TriNet reserves the exclusive right to modify, cancel, terminate, or otherwise alter these Terms and Conditions and qualification requirements for Broker Elite Status at any time upon notice to impacted brokers, including but not limited to cancelation or modification of the Broker Elite Reward Program.