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 →PEO operating system
Run the whole PEO on one SI-native account record.
Connect sales, underwriting, implementation, payroll, benefits, People IQ, claims, safety, service, brokers, MGAs, and renewals without splitting the client across disconnected systems.
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.
Intake and CRM on the operating record.
Leads, inbox, and organization context feed the same account your teams implement and service.
Price workers’ comp on the same file.
Underwriting IQ turns payroll, classes, and loss data into a quote your reps can attach to the HR proposal.
Return the full HR story to the buyer.
Wizard chapters and interactive web proposal close the loop from sales through bind.
Legacy PEO software forces operators to stitch the business together by hand.
The same client gets rebuilt in CRM, payroll, benefits, HR, risk, service, spreadsheets, portals, and inboxes. HALO IQ makes the company, employee, document, claim, broker, and service context live in one operating record.
What the operating system includes.
Unify the account
Keep prospects, clients, employees, contacts, brokers, documents, tasks, claims, and service context together.
Carry context after bind
Turn the sales and underwriting record into implementation, onboarding, payroll, benefits, and service work.
Coordinate departments
Give sales, risk, payroll, benefits, HR, safety, service, and leadership the same operating facts.
Expose missing work
Show blockers before they become client escalations: missing forms, open claims, payroll gaps, benefit issues, and market items.
Guide the next action
Use SI-native workflows to recommend what each role should do next based on the account record.
Renew with memory
Bring service history, risk movement, workforce changes, claims, and benefits context into renewal planning.
What changes for you.
Less swivel-chair work
Operators stop chasing the same facts across portals, spreadsheets, email, and legacy modules.
Better client experience
Clients feel one coordinated PEO, not ten disconnected departments asking the same questions.
A modern operating posture
SI helps structure, route, explain, and remember the work while humans keep control.
Run the whole PEO on one record.
Talk to HALO about operator onboarding, marketplace seats, and the modules you need first.