Proposal Intelligence
That Wins Deals
Upload your proposal to get instant value — either a clean, shareable link or a full SPIN-backed intelligence report.
Convert Your Proposal
Instant, clean, shareable proposal link. No signup required.
Get a SPIN Analysis Report
Science-based proposal analysis using the SPIN selling framework & ROI modeling.
Both options are free to try. No credit card required.
Stop Losing Deals Because Your Value Isn't Clear
PEOs don't lose business because of price — they lose it because prospects never see the value. Slow proposals, boilerplate documents, and reps who struggle to articulate outcomes make every quote look "too expensive."
HALO IQ fixes that by giving your team the speed, clarity, and messaging power of your best producer — so you win deals even when you're not the cheapest option.
Your value is high. HALO IQ makes sure it looks high.
Here's What HALO IQ Actually Does
HALO IQ takes all your prospect data, drives it through underwriting intelligence, and produces a consistent, persuasive, underwritten proposal — automatically.
Your Documents In
Loss runs, ACORDs, census files, workers' comp packets, renewal documents
Underwriting Intelligence
Risk scoring, class code mapping, industry benchmarks, compliance rules, pricing logic
Your Proposal Out
A persuasive, customized, ready-to-present proposal your rep can confidently deliver
No more blank-page proposal builds.
No more guessing what to say.
No more babysitting your reps.
HALO IQ does the heavy lifting. Your team focuses on closing.
How the PIP Engine Works
From prospect intake to live proposal delivery — in four intelligent steps
Intake → Upload Any Document
Loss runs, ACORD applications, census files, workers' comp sheets, renewal packets — whatever your prospect hands you, HALO IQ reads it instantly.
Intelligence → Underwriting & Assessment
HALO IQ extracts risk indicators, analyzes trends, calculates exposure, identifies compliance gaps, and maps everything into underwriting-ready insights.
Proposal Build → PIP Engine Creates
HALO IQ applies your pricing, services, compliance rules, and industry language to pre-build a persuasive, customized proposal your rep can review and refine.
Delivery → Live Proposal Link
Your rep sends a beautiful, mobile-perfect, trackable link. When the prospect opens it, you get an instant notification — so you know exactly when to follow up.
Intake → Intelligence → Build → Deliver
The complete PIP engine. In minutes.
What Your Reps Actually Send
Not a PDF. Not a template. A live, intelligent, mobile-perfect proposal that actually closes deals.
30 Seconds to Live Link
From document upload to ready-to-send proposal link in under 30 seconds.
Your competition is still building Word docs. You're already in their inbox.
Speed is your competitive advantage.
Flawless on Any Device
Your prospects read proposals on their phone. HALO IQ makes them look stunning on every screen — auto-formatted, zero friction, instant load.
If they can read it, they can buy it.
Private, Secure, Unlisted
Share your proposal confidently. Only your prospect can access the link — permission-based, unlisted, secure by default.
Your proposal. Their eyes only.
Know When They Look
Get instant notifications the moment your prospect opens your proposal. Follow up at the perfect moment and close more deals.
Perfect timing = more closes.
This isn't a PDF.
It's a deal-closing experience.
See how your proposal actually lands.
Upload any proposal and get an intelligence-grade SPIN report using real sales science.
I didn't build HALO IQ to start a software company.
I built it because I was tired of watching reps suffer.
The real story behind HALO IQ — from building PEOs to building the platform the industry never had.
Built Inside the Pain, Not From the Outside Looking In
In 2000, I built my first PEO from absolutely nothing. No investors. No shortcuts. No playbook. Just long days, wrong turns, and the kind of mistakes you only make once.
I ran every department — payroll, HR, benefits, workers comp, sales, service, billing. I felt every operational bottleneck with my own hands. Closed deals. Lost deals. Watched margins tighten. Scaled through good markets and bad ones.
After almost two decades of pushing that rock uphill, I sold the company in 2018.
"It's hard to find a good sales rep."
And nobody wanted to talk about why.
I spent years consulting with PEOs all over the country — from brand-new operators to mature groups doing $70 million. Different markets. Different teams. Different playbooks.
But that phrase? I heard it everywhere. Every. Single. Time.
The Problem Wasn't the People — It Was the Process
Not because people lack effort. Not because reps don't want to win. Not because the talent isn't out there.
It's because this industry buries reps in manual proposal work that kills momentum and confidence.
- 3-hour proposals that feel like "a productive day"
- Manual keying that doesn't close deals
- Wasted time disguised as work
- The illusion of productivity while confidence slowly dies
I Built the Platform I Needed 20 Years Ago
I kept looking for the solution. And eventually I had to admit something uncomfortable: It didn't exist. Not in the PEO world. Not anywhere.
So I built it myself. Not a template. Not software for software's sake. A real system built from inside the industry — not guessed from the outside.
HALO IQ exists for one reason:
So reps can focus on selling — not suffering.
— Jeffrey
Founder, HALO IQ Proposal Intelligence Platform
PEOs all struggle with the same problems.
Only HALO IQ was built from the inside out.
PEOs everywhere hit the same wall — broken intake, inconsistent underwriting, tribal-knowledge proposals, and reps stuck doing work that isn't selling. These aren't software problems. They're process problems baked into the industry.
Most platforms tried to fix this from the outside.
HALO IQ was built from inside the bottlenecks — by someone who lived them.
And when you solve the problem where it actually happens, everything changes.
The Industry Truth
Proposal building is still stuck in 2005.
PEOs still deal with:
- •PDFs
- •Spreadsheets
- •Manual keying
- •Tribal knowledge
- •3-hour proposal sessions disguised as productivity
The problem was never effort. It was architecture.
The Sales Truth
Great reps aren't born — they're enabled.
Every high-performing rep succeeds because someone:
- •removed the friction
- •gave them clarity
- •tightened their message
- •built a clean path to the close
HALO IQ turns that "tribal mentor knowledge" into a system every rep can use on day one.
HALO IQ makes every rep sell like your best rep — not your busiest rep.
The Underwriting Truth
Bad intake destroys good deals.
Most failures happen before underwriting even begins:
- •Bad census files
- •Missing loss runs
- •Wrong SIC/NAICS
- •No context
- •Pricing from a guessing game
HALO IQ fixes intake at the source — so underwriting becomes predictable, not painful.
Clean intake → clean underwriting → clean proposal → clean close.
HALO IQ isn't proposal software.
It's the intelligence layer your entire sales engine has been missing.
The old way sells price.
The new way sells value.
PEOs don't lose deals because they're too expensive — they lose because their proposal doesn't tell the full story.
HALO IQ fixes the story.
THE OLD WAY
A broken process every PEO recognizes instantly.
1. Reps Sell Price, Not Value
Because nobody trained them how to sell value.
So they default to:
- •feature talk
- •rate comparisons
- •"Can you beat this quote?"
- •commoditized PDFs
This is the #1 reason PEOs lose deals.
2. Proposals Take Too Long
A 3-hour typing session feels "productive"…
but deals stall.
- •Momentum dies
- •Reps lose confidence
3. Intake → Underwriting Is Always Messy
- •bad census data
- •missing loss runs
- •wrong SIC/NAICS
- •no discovery
- •no context
Underwriting becomes a guessing game.
4. No One Remembers What Happened on the Call
- •reps forget details
- •leads go cold
- •follow-ups sound generic
Every call looks the same.
THE HALO IQ WAY
Clean, intelligent, inevitable.
1. From Selling Price → to Selling Value
HALO IQ guides reps using value-based selling principles, including Neal Rackham's SPIN Selling — automatically.
Reps learn to ask about:
- •Situations
- •Problems
- •Implications
- •Needed outcomes
Your reps sound like experts. Day one.
2. From 3 Hours → to 30 Seconds
Drag. Drop. HALO IQ does the rest.
The system:
- •pulls insights automatically
- •structures the narrative
- •frames value
- •builds the live link
- •delivers a stunning buyer experience
Reps stop typing and start closing.
3. From Broken Intake → to Clean, Intelligent Deals
HALO IQ fixes everything at the source:
- •AI-cleaned census
- •automated risk signals
- •loss run intelligence
- •SIC/NAICS logic
- •discovery prompts baked in
Underwriting becomes predictable.
Not painful.
4. From Guessing → to Sales Intelligence
Reps get insights they never had:
- •industry context
- •risk indicators
- •conversation cues
- •value anchors
- •close-probability signals
Reps understand the deal instantly — not at the end.
HALO IQ doesn't just build proposals.
It teaches your reps how to sell.
Most software automates tasks.
HALO IQ elevates people.
The Proposal Output Is Stunning
HALO IQ doesn't create PDFs. It builds interactive, web-based proposal experiences that prospects actually want to engage with.
Interactive, Not Static
Proposals live on the web. Prospects can click, explore sections, and dive deeper into what matters to them — on any device.
Branded & Professional
Every proposal reflects your brand, your messaging, and your value proposition — consistently and beautifully.
Tells the Full Story
From risk insights to compliance coverage to value narrative — everything the prospect needs to understand why you're the right choice.
Trackable Engagement
See when prospects open, how long they engage, and which sections matter most. Sales intelligence built in.
This isn't proposal software.
It's proposal intelligence.
Built for Your Entire Ecosystem
Whether you're a PEO, broker, or MGA — HALO IQ adapts to how you work.
For PEOs
Close more deals, speed up proposals, and empower your sales team with intelligent, underwritten proposals that communicate your value instantly.
For Brokers
Deliver better proposals faster for your PEO clients. Partner with HALO IQ to provide more value and strengthen your relationships.
For MGAs
Scale your PEO distribution network with consistent, intelligent proposals. Give your partners the tools to win more deals.
Why We Built HALO IQ
We spent years watching PEOs struggle with the same problem: losing deals they should have won.
The issue wasn't their service. It wasn't their pricing. It was their proposals.
Proposals took too long. They looked generic. They failed to communicate value. Reps couldn't confidently present them. Prospects couldn't see the difference.
So we built HALO IQ — not as proposal software, but as proposal intelligence.
A platform that understands underwriting, tells compelling stories, and empowers reps to sell value — not price.
We believe PEOs deserve better tools.
HALO IQ is that tool.
Ready to improve your proposals?
Get a SPIN-based intelligence report built from your actual proposal.