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 →HR proposals
Out with a proposal while they are still quoting.
Brokers and PEOs use the generator to return a complete HR proposal in about 30 minutes—benefits, costs, investment analysis, SPIN, the executive summary, and the agreement. SI-assisted narrative and multi-model review on the same account context. Add-on on top of the $99 marketplace seat.
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.
Out with a proposal while they are still quoting.
One record from Inbox and underwriting through SPIN, wizard chapters, and a live web proposal—not a PDF lost in email.
The other PEOs are already quoting.
Sorting the census, the loss runs, and a spreadsheet is how you lose the account. The proposal generator writes the full HR proposal — company, workers’ comp, benefits, hard and soft costs, the investment comparison, the HR assessment, the conversation, and the agreement — so you can get to market while that data is still being read.
What the HR proposal add-on delivers.
The full proposal
Company, workers’ comp, benefits, fees, hard costs, and soft costs in one wizard.
The investment story
Show the cost comparison and the margin, not a number pasted into a slide.
SPIN and the summary
The selling conversation and executive summary are drafted on the same proposal—with your team in control of what ships.
HR risk and exposure
The HR assessment, ACA, and PAGA sit on the proposal the client reads.
The agreement
The client services agreement is part of the proposal, not a file someone attaches later.
Speed to market
Generate the proposal and send it. The other PEOs are quoting while someone else is still in the spreadsheet.
What changes for you.
You are not late
The generator exists so you get a complete HR proposal out while the other PEOs are already quoting.
Price has a home
Underwriting returns the profit. The proposal is where the client sees the recommendation.
One path
The deal arrives in Inbox IQ, gets underwritten, and leaves as the HR proposal.
Out with a proposal while they are still quoting.
Proposal generation is an add-on for brokers and PEOs who need a complete HR story in about 30 minutes.