Submitting opportunities to PEOs has never been easier! Auto-generate a pre-formatted email with all the relevant company information and documents attached.
Custom Reports
Tailor personalized reports and present PEO data side by side to communicate options effectively, thus allowing clients to make informed decisions.
Client Engagement Insights
Monitor all client activity to ensure that you are never in the dark. Know what they’re looking at and when so you can always move the process forward.
Document Resource Center
Upload any additional information requested by clients straight to their landing page.
Flexible Benefit Plans
Customize plan designs to adapt to individual requests, providing a responsive way to address the unique needs of each client.
Notifications
Receive instant notifications of client activity, including census submissions, document uploads, client messages, and more.
Global Search and Filtering
All your data at your fingertips. Easily filter and search your users, prospects, opportunities, benefit plans, and documents.
Opportunity and Task Tracking
Easily organize and track all your deals and gain a comprehensive overview of the PEO evaluation pipeline from beginning to end. Jump right back in where you left off with…