BQLite - Universal Form
BrokerQuoter Lite streamlines client intake, automates proposal creation, and eliminates manual data entry - so you can deliver clean, underwriter-ready submissions with ea
Traditional PEO quoting is messy, slowed down by missing details, scattered documents, and endless manual work.
Brokers struggle with unstructured RFP submissions, mismatched formats, and incomplete client data.
Disconnected teams and unclear workflows lead to bottlenecks and missed deadlines.
Manual data wrangling and reconciliation introduce errors and cause frustrating delays.
Manual data wrangling and reconciliation introduce errors and cause
frustrating
delays.
A smarter way to quote - BrokerQuoter Lite streamlines every step, reduces errors, and accelerates the entire PEO quoting process.
Built-in analysis tools highlight inconsistencies, compare options, and empower brokers with data-driven decision making.
Capture client information via email, mobile app, or a comprehensive online form - whichever works best for your workflow.
Our AI instantly parses, standardizes, and validates data from any document or format, flagging errors and missing fields automatically.
Store, organize, and access all files in one platform. Eliminate confusion and make hand-offs frictionless.
Protect client information with secure uploads, encrypted storage, and compliance-first processes every step of the way.
PEO quoting is messy—filled with mismatched files, missing data, and endless back-and-forth. BrokerQuoter streamlines
From quick client intake to final proposal, BrokerQuoter Lite is built to save time, minimize errors, and help you win more business.
Collect data from email, mobile forms, or direct uploads - speeding up submissions and reducing manual follow-up.
Step-by-step workflows walk brokers through RFP building, health questionnaires
Share proposals, reports, and updates with carriers and PEOs in just a few clicks, keeping deals moving forward.
Generate custom financial models and analysis - compare PEO, ACA, and current costs with confidence.
Store, organize, and manage all case files in one platform - access everything you need for quoting