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 & ASO operators
New business—from first lead to signed client.
Run leads, pipeline, intake, underwriting, and HR proposals on one account. SI scores timing and fit; you approve before Connect IQ. When a placement broker sends a file, it lands on the same opportunity as your marketing and referrals—not a separate workflow. Ship a complete proposal in about 30 minutes when you turn on the add-ons. HALO sells software; we do not take your admin fee when you win.
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.
Leads and files land on the opportunity—not in a shared inbox.
Inbox IQ classifies census, payroll, and attachments onto the employer record your reps are trying to win.
Underwrite on the file the broker sent.
When a placement arrives, premium rollup and PEO economics live on the same HALO account.
Price it. Build the HR story. Present to the employer.
Pipeline, intake, and underwriting feed SPIN, wizard chapters, and a live web proposal for the buyer—not a deck your rep rebuilt at midnight.
New business is still scattered across inboxes, spreadsheets, and legacy tools.
Your team sells employers—not broker forwarding. Whether the opportunity came from your marketing, a referral, inside sales, or a placement rep, reps lose days re-keying census and rebuilding proposals while competitors get in front of the buyer. HALO keeps leads, pipeline, intake, underwriting, and client-ready proposals on one account so you compress the cycle and protect margin.
One employer record
The road from lead to live payroll.
Eight products on one path—each section is a module your revenue team runs, not a feature bullet on a broker slide.
Lead IQ
Fill the top of your funnel on purpose.
Score inbound demand, enrich accounts, and route qualified employers to the right rep before opportunities die in a shared marketing inbox.
Public signals, first-party forms, and partner referrals can all feed the same lead queue your team actually works.
Explore Lead IQ →Campaign landing pages
Turn clicks into opportunities—not orphaned form fills.
Employers land on an offer tied to your PEO brand, not a generic page that forwards a CSV to someone’s email.
Campaign context carries into Connect IQ so marketing and sales see the same employer from the first click.
Explore Connect IQ & campaigns →Connect IQ
Run the deal like a CRM built for PEO sales.
Organizations, contacts, pipeline, tasks, mail, and meetings live on the account you are trying to win—not a generic CRM note.
Census asks, broker context, and missing documents stay on the opportunity while underwriting and proposals catch up.
Explore Connect IQ →Underwriting IQ
Price workers’ comp and margin on the same file.
Payroll, class codes, experience mod, and loss runs become premium, taxes, expenses, and profit—the numbers you defend in the employer meeting.
Risk work stays attached to the sales record instead of a side spreadsheet someone emails at the last minute.
Explore Underwriting IQ →Proposal generator
Ship the full HR and economics story.
Benefits, hard and soft costs, investment comparison, SPIN, executive summary, and agreement chapters publish as a live web proposal.
Your rep presents while slower competitors are still rebuilding decks from last year’s template.
Explore Proposal generator →E-signature
Get to yes without a PDF scavenger hunt.
The client services agreement rides on the proposal employers already read—signed electronically, stored on the tenant record.
Legal and sales see the same version; implementation does not start from a forwarded attachment chain.
Explore Proposals & agreements →Client onboarding
Start implementation on facts you already captured.
Discovery, census, and signed terms flow into onboarding and Day One tasks—no re-keying the employer because “sales used a different system.”
PEO Operations connects sales handoff to implementation queues your service team can run.
Explore PEO Operations →People IQ & payroll
Run live payroll on the record you sold.
After bind, the client moves into payroll, benefits, time, and service on one operating stack—not a portal from another decade.
People IQ is the long game: keep the back office experience employers expect after your team won the deal.
Explore People IQ →