HALO IQ for Brokers
Help clients choose on value — not just price
Standardized data collection for PEO and HR outsourcing deals
Faster underwriting and quote turnaround
Proposals that explain value clearly
Position yourself as a strategic advisor, not just a middleman
Real-time visibility into submission status
Clients expect you to bring options and insight, not just quotes.
But building those options is time-consuming, and every PEO or carrier wants data a different way.
HALO IQ standardizes the process so you can deliver better proposals faster.
Everything you need to deliver better PEO proposals
One intake process works across all PEOs using HALO IQ — no more learning different systems.
Complete submissions get underwritten faster with real-time status visibility.
Deliver proposals that explain value, risk, and outcomes — not just premium comparisons.
Co-branded proposals showcase your expertise alongside the PEO's capabilities.
Bank-level security with role-based access and complete client data isolation.
See your book-of-business performance, commissions, and renewal opportunities.
Secure broker portal with dedicated login
Guided submission forms with smart validation
Multi-client management with isolation
Real-time status tracking and messaging
Document management and completeness tracking
Co-branded proposals under your identity
Measurable results from working with HALO IQ-powered PEOs
From submission to proposal
Easier process means more opportunities
Better proposals close more deals
Complete submissions the first time
No more "where is my quote?" calls
Better experience = stronger relationships
When you work with HALO IQ-powered PEOs, your clients get
Clear view of risk, services, and outcomes
Side-by-side logic behind recommendations
Confidence that the solution is more than "just payroll"
Faster decisions with better information
Each broker has isolated access with strict permissions. Client data is encrypted, segregated by broker, and protected with full audit trails. SOC 2 Type II compliant.
Yes. We provide API integration with major broker management platforms, or you can use our portal as your primary interface for PEO submissions.
New broker partners can be onboarded within 24 hours. We provide training materials and support to ensure smooth adoption.
Absolutely. Proposals can carry your branding alongside the PEO's, positioning you as the strategic advisor who delivered the solution.
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
If you partner with PEOs that use HALO IQ, your submissions move faster and your proposals get stronger
Your submissions move faster and your proposals get stronger