AI-native PEO operation software
PEO software is broken. HALO IQ is the rebuild.
Legacy PEO systems are old, fragmented, and painful for operators and clients. HALO IQ connects sales, underwriting, payroll, benefits, People IQ, claims, safety, brokers, MGAs, and service work on one operating record.
HALO IQ / Client Operating RecordLive
Client
Lakeview Logistics
248 employees, 6 states, WC review complete, onboarding in motion.
97%Payroll ready
42Benefits elections
0.84Experience mod
One operating record
ConnectIQ
CRM + Intake
CRM + Intake
People IQ
Workforce Ops
Workforce Ops
Pay + Benefits
Operations
Operations
Risk + Claims
Intelligence
Intelligence
OLD
The category problem
Most PEO software still feels like it was built before the operator had a voice.
PEOs are being crushed by systems that split the same client across CRM, payroll, benefits, HR, risk, claims, service, spreadsheets, and email. The work is modern. The software is not.
"The PEO does not need another portal. It needs one intelligent operating record from first conversation to every pay cycle."
The end-to-end operating system
From first file to every renewal.
HALO IQ does not stop when the account binds. Sales, underwriting, implementation, payroll, benefits, People IQ, claims, safety, brokers, MGAs, service, and renewals stay connected.
01
Win the account
ConnectIQ captures discovery, broker context, documents, census, loss runs, and decision logic in one AI-readable record.
02Underwrite the risk
Risk IQ reads class codes, claims, experience mod, loss patterns, and carrier requirements before bad data reaches the market.
03Bind and onboard
The same account record becomes the onboarding checklist for implementation, payroll setup, benefits, documents, and service ownership.
04Run the workforce
People IQ connects employees, hires, onboarding, banking, tax forms, pay history, benefits, communications, and role-based access.
05Service every issue
Claims, safety, benefits, payroll questions, document requests, and client tasks stay attached to the company record instead of hiding in inboxes.
06Renew with proof
Growth IQ turns service history, risk movement, claims activity, and workforce data into a defensible renewal and expansion story.
Core operations
Not another side module. The system you run the PEO on.
The front office and back office stop fighting over the source of truth. Every workflow starts from the same client, employee, document, and risk context.
One account record
Prospects, clients, brokers, MGAs, contacts, files, activity, and readiness in a CRM built for PEO complexity.
The workforce layer
Employee records, onboarding, direct deposit, taxes, documents, benefits, pay history, communications, and client access.
Daily operating work
Payroll operations, deduction context, benefits enrollment, eligibility signals, funding, and client-facing service workflows.
Workers comp intelligence
Loss runs, claims, experience mod, class codes, safety actions, reserve movement, and underwriting evidence in the same workflow.
Broker and MGA distribution
Structured submissions, appetite, carrier packets, missing-item loops, partner status, and co-branded delivery.
Client operating memory
Every issue, document, task, conversation, handoff, and renewal input stays connected to the client and employee record.
AI-native from the ground up
AI is not a chat box bolted onto a 1990s workflow.
HALO IQ uses AI where PEO work actually breaks: reading documents, remembering account context, guiding next actions, and turning unstructured work into usable operating records.
Read census, payroll, loss-run, benefit, and onboarding documents without making staff re-key the same facts.
Guide reps, underwriters, payroll processors, benefits teams, and service operators through the next required action.
Preserve account memory across sales, implementation, payroll, HR, claims, safety, brokers, MGAs, and renewals.
Turn messy PEO work into structured records, audit trails, packets, value cases, and client-ready answers.
Risk, claims, safety
Workers comp is not a side spreadsheet.
Loss runs, reserves, experience mod, claims history, class codes, safety work, broker packets, and market response belong inside the same PEO operating system.
- OpenReserve review tied to renewal planClaims IQ
- DueSafety visit needed before market sendSafety IQ
- ReadyBroker packet includes loss narrativeMarket IQ
Operator-built
Built by someone who already built in this market.
HALO IQ comes from lived PEO experience. Jeffrey built Worklogic EPS, sold it to Prism, and has spent roughly 20 years inside the workflows legacy PEO software still makes painful.
"We are not modernizing a screen. We are rebuilding the operating record the PEO should have had all along."
The point is not to make old software prettier. The point is to connect the work: people, payroll, benefits, risk, claims, safety, brokers, MGAs, service, and growth.
Built for regulated operations
Modern does not mean careless.
Built from real PEO operating pain, including Worklogic EPS, not generic SaaS theory.
Designed for multi-tenant PEO, broker, and MGA data boundaries from the start.
Built around payroll, census, employee, benefits, workers comp, and claims workflows.
Document intelligence and workflow guidance sit inside the system of record, not beside it.
Your next operating system
Bring the messy PEO workflow. We will show the connected record.
Start with a real prospect, client, payroll issue, benefits workflow, loss run, broker submission, or employee file. HALO IQ is built to connect the work instead of hiding it in another portal.