Platform Entry
For teams ready to replace scattered intake, documents, account context, and service handoffs with one AI-native record.
- ConnectIQ CRM and intake
- Document intelligence
- Account readiness
- Service and implementation handoff
Pricing
Scope the operating system. Not a shelf-ware package.
We configure HALO IQ around your PEO reality: clients, employees, payroll, benefits, risk, service work, broker/MGA channels, integrations, and the modules you want to modernize first.
HALO IQ / BUILT FOR THE OPERATING RECORD
One operating system. Three practical entry points.
Operations Core
For PEO teams connecting People IQ, payroll context, benefits workflows, risk, claims, safety, and client service.
- Everything in Platform Entry
- People IQ workflows
- Payroll and benefits context
- Claims, safety, and risk intelligence
Full PEO OS
For PEOs, brokers, and MGAs that need distribution, market placement, full IQ store coverage, integrations, and implementation planning.
- Everything in Operations Core
- Broker IQ and Market IQ
- Full IQ store roadmap
- Integrations and implementation planning
What shapes the investment
Price follows the operating reality.
We look at clients, employees, payroll volume, benefits complexity, risk workflows, required modules, partner channels, data migration, integrations, and implementation support. You get a scoped recommendation instead of a package filled with capabilities your team will not use.
01Clients, employees, and operating teams
02Payroll, benefits, risk, and service volume
03People IQ, IQ stores, partners, and integrations
04Implementation scope
Your next operating system
Get a number tied to your operating reality.
A short working session is enough to identify the right starting point, implementation shape, and commercial scope.