Document intelligence
Inbox IQ classifies census, loss runs, ACORD, and email attachments, matches them to the employer, and routes the packet—dual SI and rules-based parsing with evidence on the record.
Inbox IQ →Lead IQ
Prospects with timing—not another cold list.
Brokers watch contractor licenses and workers’ comp renewals. PEO reps need employers showing HR and payroll pain. Lead IQ uses SI and enrichment to score fit and intent, and routes what you approve into ConnectIQ on your HALO tenant.
HALO IQ / PLACEMENT MARKETPLACE
Command → prioritize → act.
One work queue for scored leads: lifecycle filters, enrichment status, last signal, and a path into Connect IQ—without another cold spreadsheet.
Built for the SI world
SI · Super Intelligence on the account record
Super Intelligence
SI on the account—not a sidecar spreadsheet.
HALO IQ uses SI where placement work is messy: reading documents, structuring risk evidence, drafting proposal narrative, and scoring outbound timing. Operators and brokers stay in control—automation handles extraction and first drafts; your team approves what moves forward.
Risk & underwriting
Loss runs and filings are extracted onto the placement; mod drivers and class-code questions surface before you quote—so underwriting works from structured data, not re-keyed PDFs.
Underwriting IQ →Proposal & narrative
Executive summary, SPIN, and wizard chapters draw on the same account context; multi-model review helps polish high-stakes narrative while your team owns the recommendation.
Proposal generator →Prospecting & timing
Lead IQ grades fit and intent from licenses, comp posture, site behavior, and enrichment—you approve what becomes an organization and deal in Connect IQ.
Lead IQ →Powered by modern LLMs with tenant-scoped data, plus rule-based validation on parsers. See our blog for underwriting and proposal depth.
Built for producers and PEO sales—not generic list buying.
Lead IQ sits on the placement marketplace seat. You keep the client relationship; HALO does the signal work—CSLB and comp posture for contractors, visitor intent on your site, enrichment when you need contacts, and a review queue before anything hits the pipeline.
Brokers
Contractor and comp timing on the rail.
Surface licenses approaching renewal, suspended comp, leasing-firm posture, and other signals that mean a contractor is about to shop—not six months after the fact.
PEOs
Intent you can defend in a meeting.
Website visitors, scored social and web text, and enrichment packages you approve before they become organizations and deals—aligned with how PEO reps actually qualify.
Lead IQ FAQ
Access, ConnectIQ handoff, and who Lead IQ is for on HALO IQ.
What is Lead IQ?
Lead IQ is HALO’s prospecting layer for brokers and PEO sales teams: public license and workers’ comp signals, website visitor intent, enrichment, and scored leads you approve before they land in ConnectIQ.
Who is Lead IQ for?
Commercial brokers building contractor and comp books, and PEO reps who need in-market employers—not another cold list. It sits on the same HALO tenant as the placement marketplace and CRM.
Does Lead IQ replace ConnectIQ?
No. Lead IQ finds and qualifies prospects; ConnectIQ is where you work the account, pipeline, and placement. Approved leads bridge into organizations and deals on your tenant.
How do brokers and PEOs get access?
Sign up for HALO IQ on the marketplace seat and enable Lead IQ for your tenant. Talk to sales if you want help wiring enrichment, visitor tracking, or campaign templates for your market.
Put prospecting on the same clock as placements.
Sign up for HALO IQ or book a conversation to wire Lead IQ for your broker or PEO team.