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Onboarding

Book your free setup hour.

Hands-on setup for your placement marketplace seat — inbox, markets, and first file.

Enter your details so we can confirm your session and follow up. You’ll open the calendar next.

Opens Microsoft Bookings in a new tab · Confirmation emails to you and HALO

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Start with a sales introduction.

30-minute intro with HALO IQ — marketplace seats, add-ons, and whether HALO fits your broker, MGA, or PEO workflow.

Talk to sales