Broker / Agent seatOne Marketplace Seat.
On your seat
- Pick your path
PEO placement → Brokers hub. Agents → deal package, carrier submit, pricing on one file. Same signup.
- Add-ons when you need speed
Inbox, underwriting, HR proposals, and CRM on the placement file.
Optional Add-Ons
- APIs & webhooks
REST API v1, scoped API keys, signed event webhooks, and the TypeScript SDK — wire HALO into your AMS, CRM, or data stack.
- Full CRM
ConnectIQ — contacts, pipeline, tasks, and mail on the placement record.
- Underwriting
Premium, taxes, expenses, and profit from payroll, class codes, mod, and loss runs.
- HR Proposal Generation
Benefits, costs, investment analysis, SPIN, summary, and agreement on the file.
- Claims Management
Open claims, reserves, closure status, and return-to-work tied to the account.
- Field Safety Inspections
Findings routed into safety, claims, and service work—not a side spreadsheet.
1 year free · then $99/seat · commission stays yours
