HALO IQ

    Broker & Partner Tools

    Make It Easy for Brokers to Deliver More Deals

    Submit deals, track status, and deliver intelligent proposals under your brand

    ✓

    Clean broker portal with clear submission workflows

    ✓

    Deal intake tailored to PEO underwriting requirements

    ✓

    Real-time status and communication

    ✓

    Proposals that position brokers as strategists

    ✓

    Commission tracking and book-of-business management

    The Broker Reality

    Brokers juggle dozens of carriers, PEOs, and options.

    If working with you feels slow or painful, your proposals never make it to the top of the stack.

    The Old Way

    • Emails back and forth for missing documents
    • Black box on underwriting status
    • Generic proposals that don't differentiate
    • Brokers look like order-takers, not advisors

    With HALO IQ Broker Tools

    • One-time submission with guided checklist
    • Real-time status updates and messaging
    • Intelligent, underwritten proposals
    • Brokers deliver strategic value

    Broker Platform Features

    Everything brokers need to submit better deals faster

    Secure Broker Portal

    Dedicated login with role-based access, client isolation, and activity tracking.

    Bank-level security and compliance

    Guided Submission Forms

    Step-by-step intake tailored to PEO underwriting requirements with smart validation.

    Reduces incomplete submissions by 85%

    Document Management

    Organized document upload, automatic checklists, and completeness tracking.

    Supports all major file formats

    Real-Time Status Tracking

    See exactly where each submission is in the underwriting process with notifications.

    Average 24-hour status updates

    Intelligent Proposals

    Access underwritten proposals that explain value, not just price comparisons.

    Positions brokers as strategic advisors

    Commission & Book Management

    Track commissions, renewals, and book-of-business performance by client.

    Optional module for partner programs

    Platform Capabilities

    Complete toolkit for broker-submitted deals

    Multi-client management with isolation and security

    Customizable submission workflows by program type

    Integration with broker management systems

    Co-branded proposals under broker identity

    Performance analytics and conversion tracking

    API access for custom integrations

    Broker Outcomes

    The results brokers and PEOs see working together

    65%

    Faster Submission to Quote

    Guided workflows reduce turnaround time

    3.5x

    More Submissions Per Broker

    Easy process means more opportunities

    42%

    Higher Conversion Rate

    Better proposals close more deals

    90%

    Reduction in Back-and-Forth

    Complete submissions the first time

    100%

    Visibility into Status

    No more "where is my quote?" calls

    50%

    Increase in Broker Satisfaction

    Working with you becomes a competitive advantage

    Common Questions

    How do you protect client data across different brokers?

    Each broker has isolated access with strict role-based permissions. Clients are segregated by broker, and all data is encrypted with full audit trails.

    Can this integrate with our broker management system?

    Yes. We provide API integration with major broker management platforms, or brokers can use our portal as their primary interface.

    Can we white-label or co-brand the proposals?

    Absolutely. Proposals can carry the brokers branding alongside the PEOs, positioning the broker as the strategic advisor.

    How quickly can brokers get access?

    New brokers can be onboarded within 24 hours. We provide training materials and support to ensure smooth adoption.

    Trusted by 1,200+ PEOs & Brokers

    See how HALO IQ is helping PEO sales teams close deals faster

    "HALO IQ cut our proposal time from 8 hours to 45 minutes. The workers comp underwriting alone is worth 10x the price."

    Sarah Johnson

    VP of Sales

    Premier PEO Solutions

    "We were drowning in RFPs. HALO IQ's AI parsing saved our team 15+ hours per week. Game changer for our sales process."

    Michael Chen

    Director of Operations

    Workforce Advantage

    "The 50-state compliance automation gives us confidence every proposal is accurate. Our close rate jumped 25% since implementing HALO IQ."

    Jennifer Martinez

    Sales Manager

    National PEO Group

    Why Brokers Love It

    Faster, Cleaner Submissions

    Guided workflows eliminate guesswork and incomplete packages

    More Accurate Proposals

    Underwritten proposals backed by real risk analysis

    Stronger Client Positioning

    Deliver strategic insights, not just price comparisons

    Less Back-and-Forth

    Real-time status means fewer "where's my quote?" calls

    Related Resources

    Get Started With Broker Tools

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