Zeyrax
Zeyrax’s Sales & Underwriting module automates RFP workflows, improves data accuracy, and speeds up quoting across the board.
PEO quoting is often slowed by missing files, manual fixes, and endless back-and-forth. These common challenges lead to costly mistakes and delayed deals.
Teams waste time tracking down incomplete client information.
Errors creep in when matching census files and invoices by hand.
Sales and underwriting work in silos, stalling approvals.
A better way to quote - Zeyrax removes bottlenecks and delivers speed, accuracy, and clarity.
Capture client data from any device or format - email, app, or online form - no more slow follow-ups.
Every action and change is tracked, providing teams with a clear record and peace of mind throughout the quoting process.
AI reviews submissions instantly for accuracy and completeness, eliminating manual file checks.
Gain insights and identify trends with built-in analytics that help optimize quoting performance and decision-making.
All documents and data are securely centralized, making review and approvals easy for every stakeholder.
Advanced safeguards protect sensitive client data and maintain compliance throughout the entire quoting process.
Automate RFPs, analyze data with precision, and eliminate errors powerful platform built for brokers, underwriters, and PEO teams.
From intake to proposal, every tool is designed to eliminate manual work, reduce errors, and accelerate your PEO sales cycle
Automates intake and review, eliminating manual work and enabling faster proposal generation across your organization.
Applies consistent logic throughout quoting, ensuring sales and underwriting stay aligned from the start.
Smart parsing transforms messy documents into clean, structured data with zero manual formatting.
Auto-matches census files and invoices to quickly spot coverage differences, missing data, or errors.
Delivers clear, detailed reconciliation reports for fast resolution and comprehensive compliance checks.