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Tool for Fast, Flexible
PEO Quoting 

BrokerQuoter Lite streamlines client intake, automates proposal creation,
and eliminates manual data entry - so you can deliver clean, underwriter-
ready submissions with ease.

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Key Features

From quick client intake to final proposal, BrokerQuoter Lite is built to
save time, minimize errors, and help you win more business.

Guided Proposal Creation

Step-by-step workflows walk brokers through RFP building, health questionnaires, and more.

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Enterprise-Grade Security

Protect client information with secure uploads, encrypted storage, and compliance-first processes every step of the way.

Fast Client Intake

How It Works

PEO quoting is messy-filled with mismatched files, missing data, and endless
back-and-forth. BrokerQuoter streamlines.

Step 1
1

Discover Insights

Understand your data with real-time analytics and powerful visualization tools.

Step 2
2

Automate Workflows

Streamline repetitive tasks to boost efficiency and reduce human errors.

Step 3
3

Optimize Results

Continuously improve outcomes with AI-driven recommendations and insights.

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Experience the Power of Precision Quoting

Experience the power of automation and smart data insights for your business
today.

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