Proposal Intelligence
Your reps can send it in minutes — not hours.
Builds complete proposal from intake and underwriting data
Applies your pricing, services, and compliance rules automatically
Generates narrative that explains value in plain language
Gives reps talking points and context for every section
Keeps every proposal on-brand and consistent
PEOs don't lose deals because they're too expensive.
They lose because their proposal doesn't prove the value behind the price.
HALO IQ takes the data you already collect and turns it into a clear, compelling proposal narrative your competitors can't match.
Four steps from documents to delivery
HALO IQ pulls data from loss runs, ACORDs, census files, payroll, and assessments.
The engine applies your PEO service model, rules, and pricing structure.
HALO IQ creates a value-first story that explains why your solution wins.
Reps review, tweak details, and send as a modern, live proposal experience.
Dynamic proposal templates driven by data, not copy-paste
Embedded underwriting and risk context in plain English
Side-by-side comparisons and "why this matters" explanations
Support for multi-location and multi-entity proposals
Full history of versions and revisions
Real-time collaboration between reps and underwriters
The KPIs that matter to leadership
From 3 hours to 30 seconds
Same team, more opportunities
Value-driven proposals convert better
Every proposal meets compliance standards
From first call to signed deal
For mid-sized PEOs in year one
Bank-level encryption, SOC 2 Type II compliant, role-based access controls, and full audit trails. Your data never leaves our secure infrastructure.
Yes. HALO IQ connects to major HRIS platforms, payroll systems, and CRMs. We also offer API access for custom integrations.
Most PEOs are live within 2 weeks. We handle data migration, template setup, and training — you focus on selling.
Typical customers see positive ROI within 60 days through faster proposal cycles and higher win rates. The average payback period is under 90 days.
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
Trusted by industry leaders
Close more deals with intelligent proposals
Embed your expertise into every proposal
Scale without sacrificing quality
Standardize submissions across partners
Deliver better client experiences
Stop babysitting the proposal process
See how HALO IQ transforms your next opportunity