Simple, Transparent Pricing
Choose the plan that fits your needs. All plans include our core Proposal Intelligence Platform.
Growth
Full-featured proposal workspace for growing broker teams that need templates, collaboration, and consistent proposal quality across producers.
- Up to 25 users
- Full Proposal Intelligence Platform
- Risk & Underwriting Suite
- Advanced CRM & Intake (ConnectIQ)
- Broker & Partner Tools
- OSHA & O*NET data access
- Custom branding
- Priority support
- Advanced analytics
Scale
Enterprise plan for large agencies, networks, and PEOs that need advanced controls, higher limits, and deeper integration into their existing systems.
- Unlimited users
- Everything in Growth
- Dedicated success manager
- Custom integrations
- API access
- White-label options
- Advanced security & compliance
- Custom training & onboarding
- SLA guarantees
Calculate Your ROI with HALO IQ
See exactly how HALO IQ creates value for your organization with transparent, step-by-step calculations
Your Current State
Your ROI with HALO IQ
ROI Multiple
ROI Percentage
Days to ROI
Complete ROI Calculation Breakdown
Here's exactly how we calculated your ROI, step by step
Your Current State (Baseline)
You have 3 sales reps, each with a monthly quota of $70K.
Currently, 30% of your reps hit quota, meaning 0.9 reps are at quota.
With a 15% close rate and an average deal of $35K, your team closes approximately 22 deals per year.
Current Annual Revenue: $756K
What Changes with HALO IQ
+35% Quota Attainment
AI-powered sales intelligence helps more reps hit their numbers
+25% Close Rate
Better proposals and competitive intelligence win more deals
-50% Proposal Time
AI automation cuts 8 hours to 4 hours
With HALO IQ, 1.2 reps now hit quota, and your close rate improves to 19%.
This means your team closes 36 deals per year instead of 22.
Calculate the Total Value Created
Revenue Increase
$1.28M - $756K
Turnover Savings
20% less rep churn saves 0.1 replacement costs
Proposal Time Savings
1920 hours saved at $31/hr
Total Annual Value Created
$587KCalculate ROI
HALO IQ Investment
$963/month = $12K/year
(3 users x $89/user + $696 platform)
Total Value Created
$587K/year
50.8x
ROI Multiple
For every $1 you invest in HALO IQ, you get $51 in value back.
You'll see a positive return in 7 days (0.2 months).
Drill Down Into Each Value Driver
Total Annual Value Created
$587K
HALO IQ Investment: $963/mo ($12K/year) for 3 users
Calculation Assumptions Based on Customer Data
+35%
Quota Attainment
+25%
Close Rate Lift
-20%
Rep Turnover
-50%
Proposal Time
All Plans Include
Every HALO IQ plan comes with powerful features to streamline your proposal workflow
AI-Powered Intelligence
Automated data extraction and proposal generation
Risk Assessment
Real-time underwriting and compliance checks
Secure Platform
Enterprise-grade security and compliance
Frequently Asked Questions
How is pricing calculated?
Pricing starts at $99/month for the base platform, plus $25 per user seat. Additional modules and usage-based features can be added as needed. Enterprise plans include custom pricing tailored to your organization's needs.
Can I switch plans later?
Yes! You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.
What payment methods do you accept?
We accept all major credit cards and can arrange ACH/wire transfers for annual contracts.
Is there a free trial?
Yes! We offer a 14-day free trial on all plans. No credit card required to start your trial.