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 →PEO placement brokers & independent reps
Submit once. Quote in parallel. You keep the commission.
Messy census, payroll, and loss runs become one quote-ready packet—sent only to the PEOs you pick, not a public lead board. Optional proposal generation on your seat; about 30-minute turnaround when operators run HALO underwriting and HR add-ons. Software subscription only—no cut when you bind.
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.
Messy file in. Quote-ready packet out.
Census, payroll, class codes, and loss runs land on one placement. You send when the file is ready.
One packet. Your PEOs. In parallel.
Every provider gets the same clean file—the ones you selected, not everyone logged in. HALO does not take commission when you bind.
California mod intelligence on the same tenant.
Bureau catalog search, saved lists, and portfolio KPIs keep renewals and mod movement on one Mod IQ workspace—not a disconnected rating tool.
Out with a proposal while they are still sorting data.
One record from Inbox and underwriting through SPIN, wizard chapters, and a live web proposal—not a PDF lost in email.
Your client is shopping PEOs—not waiting on email.
Placement reps live on speed and trust: the owner wants options, the PEO wants a clean file, and you cannot afford a syndicated lead pool that burns relationships. HALO is the private marketplace rail—plus optional underwriting and HR proposals on your seat so you are not the forwarder while operators sort data.
Marketplace first. Client story on your seat.
Submit once
Census, payroll, loss runs, and what the client needs—sent only to the PEOs or ASOs you pick.
Proposal generator
Optional on your seat: HR and economics narrative while markets quote—so you look like the advisor.
Market IQ
Track who you sent, who responded, and what is missing without a spreadsheet status board.
Inbox IQ
Email and attachments classify to the company before you build the submission.
~30 minutes with add-ons
When your PEO runs underwriting and HR proposals on HALO, a complete answer can land in about 30 minutes.
Commission stays yours
HALO sells software. Overrides and placement fees stay on your book.
Production modules on this path
What changes for you.
Protect the relationship
Outcome: owners see you as the curator, not a blast to every operator. Workflow: selective send only.
Beat slow markets
Outcome: you hold the meeting while competitors wait on data. Workflow: proposal on your seat + fast PEO add-ons.
One seat for how you sell
Outcome: same login as WC agents on the broker/agent marketplace seat—different hub, same rail.
Send to your PEOs privately.
Sign up on the broker/agent seat—free the first year. Built for placement reps and independent producers; insurance agents with a WC book start on the same seat via the Agents hub.