Common questions about replacing old PEO software, starting with one workflow, AI-native operations, brokers, MGAs, People IQ, pricing, and implementation.
HALO IQ is end-to-end PEO operation software. New business, underwriting, distribution, and value cases are part of the system, but the platform continues into People IQ, payroll context, benefits, claims, safety, service, and renewal work.
It depends on your stack and rollout plan. Some teams start by wrapping legacy systems with a modern operating record and workflow layer. Others use HALO IQ to replace specific modules over time. We scope this around your actual clients, employees, payroll, benefits, risk, and service workflows.
AI is used for document intelligence, census and loss-run extraction, guided workflows, account memory, service routing, and role-aware next actions. It is built into the workflow instead of sitting beside old software as a chat box.
Yes. Common entry points are ConnectIQ intake, People IQ, Risk IQ, Market IQ, or the operating record around client service. The point is to start where the pain is sharpest without trapping the account in another silo.
Brokers and MGAs use the same structured account record for intake, submissions, appetite review, market response, co-branded delivery, and post-bind context. HALO IQ is built for the channel, not just the PEO back office.
PEOs, brokers, MGAs, and operators who are tired of running modern work on old, fragmented systems. The platform is especially relevant when sales, underwriting, payroll, benefits, HR, claims, safety, service, and renewals need the same account context.
The fastest way to understand fit is a working session on an account, client, employee, payroll issue, benefit workflow, claim, or broker submission your team is already handling.
See how HALO IQ connects intake, underwriting, payroll, benefits, People IQ, claims, safety, brokers, MGAs, service, and renewals around one AI-native account record.