HALO IQ for PEOs
The structure, intelligence, and story they need to win every deal
Automate proposal creation using your underwriting and pricing rules
Turn raw documents into clear, persuasive narratives
Give reps talking points and insights for every prospect
Keep every proposal on-brand and compliant
Scale your sales without hiring more senior producers
Proposals take hours to build
Value is hard for reps to explain
Owners step in at the last minute to "fix" deals
New reps take months to ramp
Boilerplate proposals make you look like everyone else
Your best reps can't scale their expertise
HALO IQ gives every rep the intelligence they need to sell like your best producer.
A complete platform for PEO growth
Your underwriting and pricing rules automatically build complete, customized proposals in seconds.
Turn raw loss runs, census data, and risk analysis into clear, persuasive value stories.
Every proposal comes with talking points, objection handlers, and context for client conversations.
Every proposal meets your brand standards and regulatory requirements automatically.
See exactly what's being proposed in the field with complete audit trails.
Your existing team can handle 3x more opportunities with the same quality.
Four modules that work together seamlessly
The KPIs that matter to PEO leadership
From 3 hours to 30 seconds
Same team, more opportunities
Value-driven proposals convert better
New hires productive in weeks, not months
Every proposal meets compliance standards
For mid-sized PEOs in year one
Get proposals out in minutes, not hours
Win deals even when you're not the cheapest option
Build a repeatable, scalable sales process
Ramp new reps faster with built-in guidance
Maintain compliance and brand consistency
See what's actually being presented in the field
Bank-level encryption, SOC 2 Type II compliant, role-based access controls, and full audit trails. Your data never leaves our secure infrastructure.
Yes. HALO IQ connects to major HRIS platforms, payroll systems, and CRMs. We also offer API access for custom integrations.
Most PEOs are live within 2 weeks. We handle data migration, template setup, and training — you focus on selling.
Typical customers see positive ROI within 60 days through faster proposal cycles and higher win rates. The average payback period is under 90 days.
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
Close more deals with intelligent proposals
Scale without sacrificing quality
Stop babysitting the proposal process
Embed your expertise into every proposal
Ensure brand and regulatory consistency
Connect sales, underwriting, and delivery
See how HALO IQ changes your next renewal or new business opportunity