Structured discovery
Capture pain, current providers, census, payroll, benefits, risk, stakeholders, and decision process.
ConnectIQ
CRM built for PEO complexity, not generic pipeline hygiene.
ConnectIQ captures prospects, clients, brokers, contacts, discovery, documents, activity, readiness, and implementation context in the same record operations will use later.
HALO IQ / BUILT FOR THE OPERATING RECORD
Why it matters
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.
Structure the record. Guide the work. Run the account.
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.
AI 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.
The outcome
A cleaner operating model for the team.
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.
ConnectIQ
See it on a real account.
Bring the account, payroll issue, benefits workflow, loss run, broker submission, client file, or employee record you already have. We'll show how HALO IQ connects the operating work.