HALO IQ · Growth software for PEOs & brokers
More leads.
More deals. Faster.
Find your next client. Understand the risk. Build the proposal that wins the business.
HALO IQ connects the work from first contact to signed agreement.
Explore HALO IQFind the opportunity · Lead IQ
Know who to call.
And what to do next.
Spot employers worth pursuing, enrich the account, and move the relationship into your pipeline. Keep the contacts, conversations, and next steps together.
See how Lead IQ works
Work the relationship · Connect IQ
Know the account.
Work the next step.
Move qualified leads into Connect IQ, where organizations, contacts, deals, tasks, meetings, and conversations stay on one account. Follow up with the research and relationship history in front of you.
Explore Connect IQThe account stays connected
Less starting over.
More moving forward.
The facts you uncover become the evidence behind your recommendation.
Evaluate the account · Underwriting IQ
Turn the file into
a pricing decision.
Bring payroll, class codes, loss history, and mod into one underwriting workflow. Evaluate the risk and margin with the account evidence in view.
Explore underwritingMake the recommendation · HR Blueprint
Give the employer
a reason to say yes.
Connect the employer’s needs to the costs, benefits, and recommended solution. Build a proposal your team can present with confidence.
Explore proposalsBroker-to-PEO placement
Move placements
at your speed.
See how the account moves from submission to selected markets, with the evidence and next steps together.
Explore Market IQThe video couldn’t load. Please try again later, or book a walkthrough.
The HALO ecosystem
Grow the business.
Build the relationship.
Purpose-built software for the work before—and after—the win.
Your next deal starts here
Put HALO IQ to work.
All HALO IQ modules are free for one year.
The only cost is document parsing.