— Proposal Intelligence Engine
Stop losing deals because your value isn't clear.
HALO IQ builds AI-powered proposals that sell on outcome — not price. No more guessing what to say. No more 3-hour proposal builds.
Live Proposal
Proposal · Acme Logistics
Your $1.4M annual upside.
Mod
0.84
ROI
218%
SPIN
A+
— The Problem
Your reps know the product. They just can't explain the value fast enough.
Hours wasted on one-off proposals
Reps lose entire afternoons retyping the same content. By the time it ships, the prospect has cooled.
Deals lost to cheaper competitors with better decks
It's never the price — it's the proposal. A lower number with a sharper story always wins.
Reps freeze when challenged on price
Without a value framework, every "it's expensive" objection turns into a discount. Margin gone.
— The Solution
Here's what HALO IQ actually does.
Three steps. From prospect intake to a proposal that closes itself.
Dials In
Understands your prospect — industry, risk, current carrier, pain points — from any document you drop.
AI Engine
Builds a custom value narrative using SPIN selling, ROI math, and your top reps' winning language.
Proposal Out
Delivers a ready-to-send live link. Mobile-perfect. Branded. Trackable. Done in under 60 seconds.
No more blank-page proposal builds. No more guessing what to say.
— How It Works
How the PIP Engine works
- 01
Upload any document
Loss runs, ACORDs, census files, renewal packets — drop them in raw. Zero data entry.
- 02
AI understands & assesses it
Risk scoring, class code mapping, compliance flags, and exposure analysis — auto-extracted in seconds.
- 03
PIP Engine builds the narrative
Pricing logic, services, industry language, and value anchors — woven into a persuasive proposal.
- 04
You get a proposal link
A trackable, mobile-perfect URL. Branded. Secure. Ready to send in one click.
- 05
Share → Intelligence → Build → Deliver
Real-time open alerts, engagement intelligence, and follow-up cues — every send is a learning loop.
— The Output
What your reps actually send
Not a PDF. A live, mobile-perfect experience that closes deals.
Go straight to live demo
One click and your prospect is inside an interactive proposal — not a PDF attachment they'll never open.
Flawless on any device
Auto-formatted for phone, tablet, desktop. Looks designed by your in-house creative team.
Private, secure, branded
Unlisted URLs, your colors, your logo. Only your prospect can see it.
Knows when they open it
Real-time notifications the moment they engage. Follow up while you're still top of mind.
— Founder Note
"It's hard to find a good sales rep."
— Founder, HALO IQ
I built and ran a PEO for almost two decades. I heard that same phrase in every market, every team, every quarter. The talent was there — the tooling wasn't.
HALO IQ exists so the next rep doesn't lose a deal because they couldn't put the value into words fast enough.
Built inside the pain. Built from the outside looking in.
— Old vs HALO IQ
The old way vs the HALO IQ way
The Old Way
- Generic templates everyone uses
- Reps wing it on every call
- Price objections kill deals quietly
- Proposals take 3 hours minimum
- No idea if anyone opened it
The HALO IQ Way
- AI-built value narratives, every time
- Every rep sounds like your best rep
- Proposals in under 60 seconds
- Prospects feel understood, not pitched
- Real-time open & engagement alerts
— The Showcase
The proposal output is stunning
Personalized Cover Page
Prospect logo, industry hook, and rep photo on page one.
ROI Calculator Built In
Live numbers your prospect can flex — not a static screenshot.
Mobile-Optimized View
Reads beautifully in the back of an Uber or on a 27" monitor.
One-Click Share Link
No PDF attachments, no version chaos. Just a link that works.
Real-Time Open Tracking
Know exactly when they open, what they read, and how long.
Video Embed Support
Drop in a 60-second walkthrough from your top closer. Done.
— The Ecosystem
Built for your entire ecosystem
Carriers
Underwriting intelligence and submission quality that flows in clean — not in PDF chaos.
Learn MoreBrokers
Position yourself as a trusted advisor with proposals that look like they came from a $50M PEO.
Learn MoreYour Salesforce
Every rep — new hire or veteran — sounds like your best closer on every single call.
Learn More— Why We Built This
We believe PEOs deserve better tools.
The PEO industry is built on relationships, expertise, and outcomes. But the software has lagged a decade behind everywhere else in B2B.
We built HALO IQ because we lived inside the bottlenecks. Spent the late nights retyping proposals. Watched margin walk out the door because a deck couldn't keep up.
So we built the platform we wished we'd had — and made it for everyone running this race.
Ready to improve your proposals?
Join the teams already closing more — with proposals that sell on value, not price.