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 →CRM
A full CRM suite, connected to Google and Microsoft.
ConnectIQ is the CRM: organizations, contacts, deals, pipeline, forecast, tasks, meetings, and campaigns. Google Workspace and Microsoft 365 sync mail, calendar, and Teams onto the account. Included in the $99 seat.
HALO IQ / PLACEMENT MARKETPLACE
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.
The organization record carries the deal.
Contacts, deals, documents, and pipeline context stay on one Connect IQ organization—not a generic CRM note.
CRM and inbox on one screen.
See the employer, the inbound file, and the next action without switching modules.
Mail IQ on the deal—not a disconnected inbox.
Read and reply in context, capture senders into Connect IQ, and keep promises on the organization record instead of a personal mailbox.
A generic CRM cannot understand what a PEO needs to operate.
PEO opportunities require census, payroll, benefits, workers comp, broker context, current vendors, service issues, decision logic, and implementation assumptions. ConnectIQ captures the account as an operating record from day one.
What ConnectIQ includes on the seat.
Google Workspace and Microsoft 365
Sync and send mail from Gmail or Outlook. Calendar and Teams meetings sit on the contact and the deal.
The full suite
Organizations, contacts, deals, pipeline, forecast, call lists, tasks, activities, and email campaigns.
Document intake
Collect loss runs, census files, current plans, payroll reports, applications, and supporting documents.
Broker and MGA context
Track advisors, partners, submissions, markets, appetite, outstanding items, and response status.
Readiness scoring
Show whether the account is ready for underwriting, implementation, payroll setup, or client handoff.
SI extraction
Turn unstructured files and emails into structured account facts operators can use.
Post-bind handoff
Carry the sales record into implementation instead of starting over after signature.
What changes for you.
Better qualified accounts
Teams know what is real, what is missing, and what has to happen next.
Cleaner implementation
The information captured before bind becomes the implementation plan after bind.
Less duplicate entry
The CRM record becomes the operating record instead of a dead sales note.
Put the next account on your markets.
ConnectIQ is on the $99 marketplace seat. You choose who receives the file. HALO does not take a cut when it binds.