Unify the account
Keep prospects, clients, employees, contacts, brokers, documents, tasks, claims, and service context together.
PEO operating system
Run the whole PEO on one AI-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 / BUILT FOR THE OPERATING RECORD
Why it matters
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.
Structure the record. Guide the work. Run the account.
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 AI-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.
The outcome
A cleaner operating model for the team.
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
AI helps structure, route, explain, and remember the work while humans keep control.
PEO operating system
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.