CRM & Intake (ConnectIQ)
Send only qualified, ready-to-quote opportunities into your proposal workflow
Stores companies, contacts, and opportunities in one system
Tracks every deal in the pipeline with full visibility
Collects and organizes all prospect documents
Runs assessments and discovery questionnaires
Hands complete opportunities to underwriting and proposals
PEO sales cycles are long and complex.
Leads, documents, and notes are often scattered across inboxes, spreadsheets, and shared drives.
ConnectIQ keeps everything in one system built for HR outsourcing deals — not generic SaaS.
From lead to ready-to-quote in one connected system
Store all prospect information, relationships, and communication history in one place.
Track where every deal is in your sales process with customizable stages and forecasting.
Automated document requests, upload tracking, and organized file storage by opportunity.
Run questionnaires, risk assessments, and service discovery workflows directly in the platform.
Automatically route complete opportunities to underwriting teams based on your criteria.
Complete intake packages flow directly into risk analysis and proposal generation.
Guided intake forms for reps and brokers
Automated document request lists with status tracking
Completeness validation before routing to underwriting
Integration with assessment tools and questionnaires
Multi-location and multi-entity support
Activity timeline and audit trail for compliance
Measurable impact on your sales operations
Automated reminders keep deals moving
Leadership knows exactly where every deal stands
No more waiting for documents to trickle in
Complete history for compliance and training
Better qualification means better close rates
More time selling, less time organizing
Yes. All data is encrypted, access is role-based, and we maintain full audit trails. ConnectIQ is SOC 2 Type II compliant and adheres to industry security standards.
ConnectIQ is purpose-built for PEO workflows. We can integrate with Salesforce, HubSpot, and other platforms via API, or replace them entirely with our PEO-native system.
Most teams are live within 1-2 weeks. We migrate your existing data, configure intake workflows, and train your team — you focus on closing deals.
Absolutely. Brokers get their own portal with guided submission forms, document upload, and real-time status tracking.
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
Once intake is complete, HALO IQ takes over
HALO IQ knows what kind of prospect this is
The right underwriting and pricing rules are triggered
Proposal Intelligence assembles the right structure and messaging
Reps get a complete, intelligent proposal — ready to send
Manage every opportunity from first call to close
Get complete pipeline visibility and forecasting
Submit deals through a clean, guided portal
Connect sales, underwriting, and delivery
Track performance and conversion metrics
Maintain complete audit trails
Watch how ConnectIQ feeds Risk & Underwriting and Proposal Intelligence in a single flow