New business to onboarding
Carry discovery, census, payroll, benefits, WC, broker, and implementation context into the client record.
For PEOs
Modern operation software for the PEO that is done apologizing for old systems.
Run prospect intake, underwriting, implementation, payroll, benefits, People IQ, claims, safety, service, brokers, MGAs, and renewals from one AI-native platform.
HALO IQ / BUILT FOR THE OPERATING RECORD
Why it matters
PEOs are being held back by software that was not built for today.
The business has become more complex, but the systems still fragment the account across sales, payroll, HR, benefits, risk, service, and email. HALO IQ gives the PEO one operating record across the lifecycle.
Structure the record. Guide the work. Run the account.
People operations
Give operators and client admins connected employee records, onboarding, forms, benefits, pay context, and service work.
Payroll and benefits context
Keep deductions, elections, funding, employee status, and client readiness visible to the right roles.
Risk and claims
Connect loss runs, claims, mod movement, reserves, safety work, and underwriting evidence.
Client service
Track issues, requests, documents, communications, and handoffs against the account record.
Renewal memory
Use the history of service, claims, workforce changes, and benefits work to renew with proof.
The outcome
A cleaner operating model for the team.
A more modern PEO
Clients see coordinated operations instead of fragmented portals and repeated questions.
Less operator drag
Staff spend less time reconstructing account context and more time solving actual work.
AI with operational grounding
HALO IQ uses AI to structure documents, guide workflows, and remember account context.
For PEOs
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.