Useful before your next operating decision.
Practical material for owners, operators, brokers, MGAs, and client service teams modernizing the full PEO lifecycle.
Tools for the work old systems make harder.
The operating record old PEO software never gave you
How HALO IQ connects prospects, clients, employees, payroll, benefits, risk, service, and renewal context.
Open resource →02 / People IQEmployee operations without the portal mess
Onboarding, employee records, documents, banking, taxes, pay history, benefits, and client admin access.
Open resource →03 / ConnectIQCRM that becomes the operating record
Structured discovery, document intake, broker context, readiness, and post-bind handoff.
Open resource →04 / Risk IQWorkers comp belongs inside operations
Loss runs, claims, reserves, class codes, mod context, safety actions, and market evidence.
Open resource →05 / PEOsModernize the full PEO lifecycle
A platform for sales, underwriting, onboarding, payroll, benefits, People IQ, service, and renewals.
Open resource →06 / Market IQBroker and MGA distribution without spreadsheet archaeology
Structured submissions, appetite review, carrier packets, market response, and channel visibility.
Open resource →Use the framework on a real PEO workflow.
The resources explain the method. HALO IQ puts the same structure into intake, underwriting, payroll, benefits, People IQ, claims, safety, distribution, service, and renewal work.
Bring the messy workflow. See the connected record.
See how HALO IQ connects intake, underwriting, payroll, benefits, People IQ, claims, safety, brokers, MGAs, service, and renewals around one AI-native account record.