HALO IQ for Brokers
Deliver Smarter, Underwritten Proposals
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
The Broker Challenge
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.
The Old Way
- ×Different submission requirements for every PEO
- ×Black box on underwriting timelines
- ×Generic proposals that don't differentiate you
- ×Clients see you as an order-taker
With HALO IQ
- One standardized submission process
- Real-time status tracking and updates
- Intelligent proposals that explain value
- Clients see you as a strategic advisor
How HALO IQ Helps Brokers
Everything you need to deliver better PEO proposals
Standardized Submissions
One intake process works across all PEOs using HALO IQ — no more learning different systems.
Faster Turnaround
Complete submissions get underwritten faster with real-time status visibility.
Intelligent Proposals
Deliver proposals that explain value, risk, and outcomes — not just premium comparisons.
Strategic Positioning
Co-branded proposals showcase your expertise alongside the PEO's capabilities.
Compliance & Security
Bank-level security with role-based access and complete client data isolation.
Performance Tracking
See your book-of-business performance, commissions, and renewal opportunities.
See How HALO IQ Works for Brokers
Deliver smarter proposals and position yourself as the strategic advisor your clients need.
Or
Your Broker Toolkit
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
Broker Outcomes
Measurable results from working with HALO IQ-powered PEOs
Faster Quote Turnaround
From submission to proposal
More Submissions Per Month
Easier process means more opportunities
Higher Conversion Rate
Better proposals close more deals
Less Back-and-Forth
Complete submissions the first time
Status Visibility
No more "where is my quote?" calls
Client Satisfaction Increase
Better experience = stronger relationships
Benefits for Your Clients
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
Common Questions
How is my client data protected?
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.
Can this integrate with my broker management system?
Yes. We provide API integration with major broker management platforms, or you can use our portal as your primary interface for PEO submissions.
How quickly can I get access?
New broker partners can be onboarded within 24 hours. We provide training materials and support to ensure smooth adoption.
Can I co-brand the proposals?
Absolutely. Proposals can carry your branding alongside the PEO's, positioning you as the strategic advisor who delivered the solution.
Why Teams Choose HALO IQ
Built from real PEO operations experience to solve the problems that actually hold sales teams back
Proposal Generation
HALO IQ automates proposal creation from document upload to live link, reducing build time from hours to minutes.
Compliance Coverage
Built-in regulatory tracking across all 50 states ensures every proposal meets current compliance requirements.
For PEOs & Brokers
Designed specifically for the HR outsourcing and insurance industry — not generic proposal software adapted after the fact.
Case studies and customer stories coming soon.
Work With Forward-Thinking PEOs
If you partner with PEOs that use HALO IQ, your submissions move faster and your proposals get stronger
Learn More
Work With PEOs Using HALO IQ
Your submissions move faster and your proposals get stronger