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Private placement infrastructure

One file. Two sides. One complete proposal.

Brokers choose the PEOs and keep the commission. PEOs receive the complete file, price the risk, and return the proposal in about 30 minutes. SI reads and structures the messy parts—you approve what hits the pipeline.

Start freeSee how both sides work
Watch how it worksFor PEOsBrokersFor agents

Credit card required · $0 due today · 12 months free on the marketplace seat · no commission cut · Pricing after year one

Placement marketplace
Who it is for
PEOs
Underwrite & proposeBrokers
Private sendAgents
Client story & mod12 months
free on the seat

Built for the SI world

Super Intelligence · SI

Super Intelligence is here.

If you are not using SI on the account, you are losing deals—slow quotes, re-keyed loss runs, and proposals that still look like 2019.

That is why we built HALO IQ.

One tenant record. SI reads documents, structures risk, and drafts narrative—you approve what hits the pipeline.

See SI on the placementStart free

Same account · both sides

From broker submission to PEO proposal in about 30 minutes.

Brokers choose the markets. PEOs price the risk and return the proposal. SI handles extraction and first drafts—not your commission.

  • Inbox → Connect → Market
  • Underwriting & proposals optional
  • No commission cut

The broker controls distribution. The PEO controls production.

HALO gives both teams a clear job on the same account. The file crosses the seam once; neither side has to reconstruct it.

Broker · distribution

Submit once. Choose the markets. Keep the commission.

One private packet goes only to the PEOs the broker selects.

Explore HALO for brokers →
PEO · production

Receive the file. Price the risk. Return the proposal.

Underwriting IQ and the proposal wizard turn the selected file into a complete answer.

Explore HALO for PEOs →
Broker-selected fileOne HALO accountPEO proposal returned

Built for the SI world

SI · Super Intelligence on the account record

Super Intelligence

SI on the account—not a sidecar spreadsheet.

HALO IQ uses SI where placement work is messy: reading documents, structuring risk evidence, drafting proposal narrative, and scoring outbound timing. Operators and brokers stay in control—automation handles extraction and first drafts; your team approves what moves forward.

  • Human approval before leads and high-stakes copy hit the pipeline
  • Parsed documents keep source files attached for audit
  • SI plus rule-based checks on extraction—not either/or

Document intelligence

Inbox IQ classifies census, loss runs, ACORD, and email attachments, matches them to the employer, and routes the packet—dual SI and rules-based parsing with evidence on the record.

Inbox IQ →

Risk & underwriting

Loss runs and filings are extracted onto the placement; mod drivers and class-code questions surface before you quote—so underwriting works from structured data, not re-keyed PDFs.

Underwriting IQ →

Proposal & narrative

Executive summary, SPIN, and wizard chapters draw on the same account context; multi-model review helps polish high-stakes narrative while your team owns the recommendation.

Proposal generator →

Prospecting & timing

Lead IQ grades fit and intent from licenses, comp posture, site behavior, and enrichment—you approve what becomes an organization and deal in Connect IQ.

Lead IQ →

Powered by modern LLMs with tenant-scoped data, plus rule-based validation on parsers. See our blog for underwriting and proposal depth. How SI fits broker underwriting

HALO IQ Distribution Hub with submission queue and market routing
Distribution Hub · private send

The marketplace rail

The marketplace, in three moves.

The same account moves broker → chosen markets → PEO response. The broker chooses, the PEO responds, and the proposal returns on one record.

01

Broker submits

One account. One file. Chosen markets.

02

PEO quotes

The selected PEO receives the complete placement packet.

03

Broker binds

Compare returned proposals and close.

Platform

One operating system around the placement.

Brokers control intake and distribution. PEOs underwrite and build the response. Inbox, CRM, and placement keep the account intact between them.

Core

HALO IQ placement rail

Included in the seat

Inbox IQConnect IQMarket IQ

PEO production · acceleration

Underwriting IQProposal generator

The shared workflow

See both sides move the same account.

Inbox IQ workspace matching inbound email to the placement file
Inbox IQ · intake workspace

Broker submission

One complete account enters HALO.

The broker assembles census, payroll, applications, and loss runs once, then keeps the commission attached to the book.

Open Broker submission →

Private distribution

The broker chooses which PEOs receive it.

Selected markets get the complete packet. Every other PEO stays out of the placement.

Open Private distribution →

PEO underwriting

Price the risk and see the profit.

Class codes, payroll, mod, and losses become premium, expenses, and profit on the same placement.

Open PEO underwriting →

Proposal Management

The PEO response closes the loop.

The proposal wizard builds the HR story from the same account. The broker receives the answer and moves toward bind.

Open Proposal Management →

Workers’ comp

Price the workers’ comp account. See the PEO economics.

Underwriting IQ uses payroll, class codes, carrier rates, loss data, taxes, and operating expenses to calculate the workers’ comp charge, expected losses, cash flow, and net margin.

Placement packet · Lakeview Mfg

  • CensusOn the placement
  • PayrollOn the placement
  • Loss runsWorkers’ comp
  • Class codesRated file
  • Experience mod0.84

Selected markets

  • Summit PEOSent
  • Harbor HRSent
  • Atlas CompSent
  • Other HALO marketsNo access

The broker chooses who opens the file.

HALO IQ underwriting Inputs workspace with premium rollup, target profit, retention, and required premium
Underwriting IQ · full Inputs panel

Free software for the first year. No percentage taken from either side.

30mComplete proposal with add-ons
FreeSoftware for the first 12 months
0%Broker commission cut
100%PEO admin fee stays yours

From people who have placed this business.

HALO comes from PEO and workers’ comp operations, including Worklogic EPS. It was built around the work a PEO team must complete after the broker sends the file, not around generic CRM screens.

"One account keeps both sides moving toward the same close."

The broker controls distribution. The PEO controls pricing, the proposal, and the client outcome.

Placement FAQ

How the marketplace works for brokers, PEOs, and MGAs.

Are brokers and PEOs on the same product?

Yes. Same placement marketplace. The broker submits to the PEOs they choose and needs a complete proposal back fast. The PEO gets the submission and needs to answer without days in spreadsheets. Underwriting and HR proposals are optional add-ons for that about-30-minute turnaround.

What does a broker get?

The marketplace seat: submit, choose markets, track quotes, keep the commission. You wait on the PEO for their proposal. Add proposal generation on your seat if you want a client-ready HR story while other PEOs are still sorting data.

What does a PEO get?

The marketplace seat: an inbox of files brokers sent to you only. You can take leads and run your existing systems—or add underwriting and HR proposals and return a complete proposal in about 30 minutes.

Is there a free trial?

Yes. The marketplace seat is free for 12 months, but a valid credit card is required at signup (nothing is charged until the trial ends). You add the card in Stripe right after you create your account. After 12 months, billing starts automatically at $99 a seat per month unless you cancel. Underwriting, HR proposals, and parsing are billed separately when you use them.

What is included in the marketplace seat?

The placement rail: Inbox IQ, ConnectIQ, Market IQ, and placement tracking. The seat is free for the first 12 months ($0 due today with a card on file); after that, billing is $99 per seat per month unless you cancel. Underwriting and HR proposals are add-ons, not included in the seat. Parsing is extra, paid by whoever uploads the document.

Is HALO a public list of PEO deals?

No. A broker or MGA submits the account and chooses who receives it. Those markets can quote or decline. Every other PEO on the platform does not see the file.

Read all placement questions

Choose your path

Insurance agent (WC / commercial)

Package. Submit. Price.

Carrier-ready underwriting file on one account—same seat as placement brokers.

Start freeExplore for agents →
PEO / ASO operator

New Business On One Account.

Leads, pipeline, intake, and proposals on one seat. Broker files are one way in—not the whole product.

Start freeExplore for PEOs & ASOs →

MGA? See the MGA path · Not sure — compare seats

Put the next account on HALO IQ.

The broker chooses the markets. The PEO returns the proposal. Both sides keep what they earn.

Start freeSee pricing

12 months free · $0 due today · No commission cut · Your admin fee stays yours