Who is HALO IQ built for?
PEO and ASO sales teams, brokers, agents, and market partners working employer opportunities. Each team works the parts of the sales and placement workflow relevant to its role.
HALO IQ
Your next deal. All the way to close.
HALO IQ is a connected growth and sales platform that helps PEOs and brokers find opportunities, evaluate risk, build compelling proposals, and close more business. Prospecting, CRM, document intelligence, underwriting, and market placement work together on one account record.
One connected accountFrom opportunity to agreement.
- Lead IQ
Find the opportunity
Prospect signals, enrichment, and qualification
- Connect IQ
Move the relationship forward
Contacts, pipeline, conversations, and next steps
- Underwriting IQ
Price the risk
Payroll, loss history, premium, and margin
- HR Blueprint
Make the case for change
Costs, benefits, recommendations, and proposals
- Close
Get to a signed agreement
Present, agree, and carry the account into delivery
Your leads, evidence, and proposal stay together.
HALO IQ / PLACEMENT MARKETPLACE
Build on the work you’ve already done.
A lead becomes a relationship. Discovery informs the risk review. Underwriting feeds the proposal. The recommendation moves into an agreement. HALO IQ keeps the facts and the next action connected throughout.
Your own pipelineWork outbound prospects, website inquiries, campaigns, and referrals.
Your broker channelReceive or send chosen placements on the same account workflow.
Find the right opportunity.
Lead IQ brings prospect signals, enrichment, fit, and timing into a review queue. Your team decides which leads belong in the pipeline, then carries the employer into Connect IQ with its research attached.
Know the account. Work the next step.
Connect IQ keeps organizations, contacts, deals, forecasts, tasks, meetings, and account conversations together. Your reps can follow up with the history and discovery context in front of them.
Get the evidence ready for a decision.
Inbox IQ classifies incoming documents and matches them to the employer. Review census, payroll, loss runs, applications, and missing information before the account moves into underwriting. Parsing is billed separately.
Price the risk. Understand the margin.
Review payroll, class codes, experience mod, and loss history. Build premium, taxes, operating expenses, and profit on the account, then carry those economics into the recommendation your rep presents.
Give the employer a reason to say yes.
HR Blueprint turns discovery and account economics into benefits, cost comparisons, investment analysis, the executive summary, and a live web proposal. Present the recommendation and work through the agreement and signature steps on the same opportunity.
Bring the right markets into the deal.
When an account needs a placement, send the packet only to the markets you select. Keep quote responses, questions, and placement status with the employer record so your team can compare options and move toward close.
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One way an opportunity moves through HALO IQ.
See the broker-to-PEO placement workflow: assemble the account, choose the markets, price the risk, and return a proposal. It uses the same connected record as your own leads and referrals.
The whole HALO IQ platform, free for one year.
Use the modules your team needs to generate leads, work opportunities, underwrite, and present proposals. Only document parsing carries a cost during your first year.
How HALO IQ fits your team.
Your pipeline, your relationships, one connected workflow.
Can we work our own leads and referrals?
Yes. Outbound prospects, campaign responses, website inquiries, referrals, and broker submissions can all become opportunities. Broker placement is one path into the platform.
What stays connected on the account?
Prospect research, organization and contact records, conversations, tasks, documents, risk findings, quote economics, and proposal content stay connected to the employer opportunity.
What is included for the first year?
All HALO IQ modules are free for one year, including lead generation, CRM, intake, underwriting, and proposals. Document parsing is the only cost during that year.
Give your next opportunity a faster path to close.
Start with the lead. Carry the account through the recommendation and agreement.