Capture the company
Company, contacts, broker context, workforce, documents, and readiness in one record.
ConnectIQ
CRM and intake for PEO operations.
The legacy path for ConnectIQ. Capture the account once and carry it into underwriting, distribution, onboarding, People IQ, payroll, benefits, service, and renewal.
HALO IQ / BUILT FOR THE OPERATING RECORD
Why it matters
CRM should not become another dead-end system.
ConnectIQ turns intake and discovery into the record the rest of the PEO can operate from.
Structure the record. Guide the work. Run the account.
Route the work
Send the right facts to risk, market, payroll, benefits, People IQ, and service teams.
Remember the context
Keep the discovery logic available after the account becomes a client.
The outcome
A cleaner operating model for the team.
Less re-entry
The same record powers sales and operations.
Cleaner handoffs
Teams inherit the facts instead of starting over.
Better client setup
Implementation starts with context already attached.
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.