Professional Enrollment Concepts
Professional Enrollment Concepts (dba PEC Benefit Services), founded 1994 and now a Gallagher subsidiary, provides customized benefits enrollment, administration, EDI integration across 50+ HR platforms, and multi-channel communication services to U.S. employers with 25+ employees.
- Company typePrivate
- Founded1994
- HeadquartersHouston, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Professional Enrollment Concepts does
Professional Enrollment Concepts (dba PEC Benefit Services) is a U.S. benefits services firm founded in 1994 and headquartered in San Antonio, Texas with a secondary office in Houston. The company delivers customized administration, enrollment, and communication services to U.S. corporations with groups of 25 or more employees, operating across all industries on a horizontal basis. Its service portfolio is organized into three pillars: Enrollment Services (on-call multi-lingual call center, on-site face-to-face counseling, online self-service, and dedicated full-time salaried counselors); Administration Services (client services, case building, EDI-based data integration, and ACA compliance reporting including 1095 form delivery and IRS electronic filing); and Communication Services (pre-enrollment outreach via SMS, email, live agents, and microsites plus fulfillment of custom-branded collateral).
Underlying technology is centered on EDI enrollment connections maintained across 50+ benefits administration platforms — including ADP, isolved, Oracle, BSwift, Alight Solutions, Paycom, UKG, Workday, Paylocity, Benefitfocus, PlanSource, Employee Navigator, and others — with custom and standard formatting for seamless data exchange. Counselors receive client-specific training prior to each enrollment cycle, and the firm operates a pre-enrollment outreach system that reports a 94% SMS open rate within 4 minutes of receipt. The company complies with TCPA, CAN-SPAM, CASL, and ACA reporting requirements.
Revenue is generated through professional-services fees tied to enrollment execution, administration, and communication deliverables on a per-employee or per-engagement basis; pricing is not publicly disclosed and is customized per client. GTM is enterprise field-sales direct to employers, with mid-funnel demo requests routed via email to the VP of Sales. As of August 2024, PEC operates as a subsidiary of Arthur J. Gallagher & Co. (NYSE: AJG), with HR and career operations migrated to the parent's infrastructure while the PEC brand and service delivery continue independently.
Professional Enrollment Concepts firmographics
Firmographics- Name
- Professional Enrollment Concepts
- Legal name
- Professional Enrollment Concepts
- Website
- https://pecinsuresource.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Professional Enrollment Concepts (dba PEC Benefit Services), founded 1994 and now a Gallagher subsidiary, provides customized benefits enrollment, administration, EDI integration across 50+ HR platforms, and multi-channel communication services to U.S. employers with 25+ employees.
- Ownership category
- akta.pro rank
Professional Enrollment Concepts industry classification
Industry- Product category
- Benefits Administration Services
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Association & PEO Group Health Plans (AHP/PEO-Sponsored) (FSAIAFAH)
Keywords
Where Professional Enrollment Concepts is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Professional Enrollment Concepts business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Enrollment Services: Provides on-call call center, on-site face-to-face counseling, and online self-service enrollment options. Full-time salaried benefit counselors are trained on client benefit offerings.
- Administration Services: Facilitating businesses' benefit administration processes including case building, data integration/EDI, client services, and ACA compliance reporting.
- Communication Services: Pre-enrollment outreach systems and fulfillment services including text messaging, emails, microsites, and custom branded collateral.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Professional Enrollment Concepts product offering
Product offeringCore offering
Professional Enrollment Concepts (PEC) provides customized benefits administration, enrollment, and communication services for U.S. corporations with groups of 25 or more employees. Its offerings include on-call multi-lingual call center support, on-site face-to-face counseling, online self-service enrollment, EDI data integration with 50+ benefits administration platforms, and ACA compliance reporting.
Product overview
Professional Enrollment Concepts (PEC) provides a comprehensive suite of benefits enrollment and administration services for U.S. corporations. The company operates as a three-pronged service offering: Enrollment Services (On-Call call center, On-Site counseling, Online self-service, and dedicated counselors), Administration Services (Client Services, Case Builders, Data Integration/EDI, and ACA reporting), and Communication Services (Outreach via text/email/microsites and Fulfillment via branded collateral). PEC integrates with over 50 benefits administration platforms including ADP, UKG, Workday, Paylocity, and others to provide seamless data exchange and enrollment processing for groups of 25 lives or more.
Differentiator
Problem solved
Functional benefit
Products and services
- Enrollment Services Comprehensive benefits enrollment services for U.S. corporate employers, including an on-call multi-lingual benefits service center staffed by licensed benefit counselors, on-site face-to-face counseling, online employee self-service enrollment, and dedicated full-time salaried counselors trained on each client's benefit offerings. Designed for groups of 25 lives or more across all industries.
- Administration Services Benefits administration facilitation including high-touch client services acting as an extension of client HR teams, case building and platform configuration/certification, data integration via EDI enrollment connections with custom and standard formatting across 50+ benefits administration portals, and ACA compliance reporting including 1095 form delivery and IRS electronic filing. Aimed at U.S. corporate employers seeking to outsource benefits administration complexity.
- Communication Services Pre-enrollment outreach and fulfillment services for benefits enrollment campaigns, including text message and email outreach systems, microsites, live agent outreach, and custom branded collateral via interactive PDFs, microsites, and traditional printed materials. Designed to improve employee engagement and education during open enrollment and new hire onboarding for U.S. corporate employers.
Quantifiable outcome
- 94% of text messages are opened within the first 4 minutes of receipt
Companies that use Professional Enrollment Concepts
Customer profileSegments2 records
Ideal customer profiles1 record
Professional Enrollment Concepts technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration30 records
Feature4 records
Professional Enrollment Concepts partnerships and signals
Strategic signalScale indicators2 records
Recent moves7 records
Expansion highlights5 records
Professional Enrollment Concepts competitors and assessment
Company assessmentBroad incumbents
- Mercer (Marsh McLennan): Global health, benefits, and wealth consulting arm of Marsh McLennan, providing benefits strategy, enrollment communications, and administration services to large employers. Comparable enrollment-services offering to PEC but at multinational scale, with bundled consulting and technology capabilities.
- HUB International: Large North American insurance brokerage with an established employee benefits practice that includes enrollment services, benefits administration, and consulting for employer clients. Comparable service mix to PEC across enrollment, administration, and ACA compliance, but at significantly greater scale.
- USI Insurance Services: Top-10 U.S. insurance brokerage with an employee benefits division that delivers enrollment, consulting, and administration services to mid- and large-market employer clients. Overlaps directly with PEC's enrollment and communication offering at a broader, multi-line incumbent scale.
- Brown & Brown: Publicly traded insurance brokerage (NYSE: BRO) with a sizable employee benefits segment delivering enrollment, benefits administration, and consulting services to mid-market and enterprise employers. Overlaps directly with PEC's enrollment and communication offering, but with broader product portfolio and balance sheet.
- Alliant Insurance Services: Large U.S. specialty insurance brokerage with a dedicated employee benefits practice that runs enrollment, communication, and benefits administration for mid- and large-market employers. Comparable benefits-service delivery model to PEC, but operates at greater scale and with broader geographic coverage.
- Lockton Companies: Largest privately held insurance brokerage globally, with a dedicated Lockton Health and Benefits practice covering enrollment communications, benefits administration, and compliance support for employer clients. Operates at materially larger scale than PEC but competes for the same mid- and large-employer benefits-services wallet.
- Aon (Health & Benefits practice): Global professional services firm whose Health & Benefits practice delivers benefits consulting, enrollment support, and administration to large and multinational employers. Comparable benefits-service delivery model to PEC, but with global scale, deep data/analytics capabilities, and direct competition for Gallagher's enterprise accounts.
Direct peers
- Cottingham & Butler: Mid-sized insurance brokerage with a substantial employee benefits practice that includes enrollment, communication, and benefits administration for employer groups. Comparable size band and benefits-services focus to PEC, with similar reliance on multi-lingual counseling and platform integration know-how.
- Higginbotham: Employee benefits brokerage and consulting firm that delivers enrollment, administration, and communication services across the U.S. Similar mid-market employer client profile to PEC and comparable service-line breadth across enrollment channels.
- OneDigital: Mid-market-focused employee benefits and HR consulting firm that provides enrollment support, benefits administration, and communication services for U.S. employers. Closely mirrors PEC's mid-market positioning, multi-channel delivery model, and ACA/compliance service stack.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Professional Enrollment Concepts social profiles
Digital presenceProfessional Enrollment Concepts financial estimates
Financial estimateRevenue estimate
Valuation estimate
Professional Enrollment Concepts leadership team
Management profileNumber of profiles
Profiles12 records
Professional Enrollment Concepts funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Professional Enrollment Concepts M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Professional Enrollment Concepts
What does Professional Enrollment Concepts do?
Professional Enrollment Concepts (PEC) provides customized benefits administration, enrollment, and communication services for U.S. corporations with groups of 25 or more employees. Its offerings include on-call multi-lingual call center support, on-site face-to-face counseling, online self-service enrollment, EDI data integration with 50+ benefits administration platforms, and ACA compliance reporting.
Is Professional Enrollment Concepts a public or private company?
Professional Enrollment Concepts is a private company. It is classified as corporate owned and is currently operating.
When was Professional Enrollment Concepts founded?
Professional Enrollment Concepts was founded in 1994. It employs 101 to 250 people.
Where is Professional Enrollment Concepts based?
Professional Enrollment Concepts is headquartered in Houston, United States, in the North America region.
How does Professional Enrollment Concepts make money?
Three revenue lines are on record. Enrollment Services are the primary driver. The others are administration Services and communication Services.
Who are Professional Enrollment Concepts's main competitors?
Broad incumbents on record are Mercer (Marsh McLennan), HUB International, USI Insurance Services, Brown & Brown, Alliant Insurance Services, Lockton Companies and Aon (Health & Benefits practice). Direct peers are Cottingham & Butler, Higginbotham and OneDigital.
Does Professional Enrollment Concepts have an API?
No public API is recorded for Professional Enrollment Concepts.
What industry is Professional Enrollment Concepts in?
Professional Enrollment Concepts's product category is Benefits Administration Services. Its primary akta.pro industry code is FSAIAFAH, Association & PEO Group Health Plans (AHP/PEO-Sponsored). Its SIC code is 6411.