Experience a smarter way to manage client intake, error-free processing,
and seamless proposal generation - all on a unified platform built for
brokers.
From intake to proposal, every tool is designed to eliminate manual
work, reduce errors, and accelerate your PEO sales cycle.
Securely gather client info via customizable forms, mobile uploads, or email.
Protect client information with secure uploads, encrypted storage, and compliance-first processes every step of the way.
Simplify your PEO quoting with a streamlined process that moves from client
intake to clean data and fast proposal delivery.
Clients or brokers upload documents and enter data (using mobile, digital forms, or email).
The system’s AI parses, cleans, and standardizes the data, flagging errors or missing info.
Brokers generate and share underwriter-ready proposals instantly, built from clean, verified data.
Streamline client intake, automate proposals, and eliminate manual data
entry, all in one platform.
