Guided client intake
Collect workforce, payroll, benefits, HR, risk, and current provider context once.
For brokers
Broker workflows that survive the handoff into PEO operations.
Collect client data once, compare PEO options, route structured submissions, and keep advisor context visible after bind.
HALO IQ / BUILT FOR THE OPERATING RECORD
Why it matters
Broker value disappears when the PEO handoff becomes a black box.
HALO IQ keeps the advisor, client priorities, risk evidence, service assumptions, and market status visible in the same account record the PEO uses to operate.
Structure the record. Guide the work. Run the account.
PEO comparisons
Compare alternatives against client priorities, risk, service model, economics, and implementation realities.
Structured submissions
Send clean account records to PEOs, MGAs, carriers, and market partners.
Co-branded delivery
Keep the advisor visible in the client-facing experience.
Post-bind context
Carry broker notes, client expectations, and service promises into the operating record.
Renewal insight
Use service, claims, benefits, and workforce history to support future decisions.
The outcome
A cleaner operating model for the team.
Clearer advisory value
Clients understand the reasoning behind the recommendation.
Cleaner market workflow
Less missing-data friction between broker, PEO, MGA, and carrier teams.
Better long-term visibility
The advisor relationship can stay connected to the work after placement.
For brokers
See it on a real account.
Bring the account, payroll issue, benefits workflow, loss run, broker submission, client file, or employee record you already have. We'll show how HALO IQ connects the operating work.