Core Admin Features
Take control with a bird’s eye view, ensuring you have the clarity you need, minus the clutter.
Explore Client Features
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…
Global Search and Filtering
All your data at your fingertips. Easily filter and search your users, prospects, opportunities, benefit plans, and documents.
Notifications
Receive instant notifications of client activity, including census submissions, document uploads, client messages, and more.
Flexible Benefit Plans
Customize plan designs to adapt to individual requests, providing a responsive way to address the unique needs of each client.
Document Resource Center
Upload any additional information requested by clients straight to their landing page.
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.
Custom Reports
Tailor personalized reports and present PEO data side by side to communicate options effectively, thus allowing clients to make informed decisions.
RFP Submission Tool
Submitting opportunities to PEOs has never been easier! Auto-generate a pre-formatted email with all the relevant company information and documents attached.
Core Client Features
Craft in-depth analyses tailored to each client, ensuring resonation and relevance every time.
Explore Admin Features
Real-Time Updates
Presenting to a client and need to adjust plan comparisons on the fly? Make changes in the background with a few clicks and confidently show the updated data.
Fully Customizable Online Reports
Add custom components you need and remove those that you don’t. The dynamic and flexible reporting tool can be tailored to the needs of each individual client.
Document Instructions & Samples
Provide your clients with helpful instructions and samples that will guide them in retrieving the required underwriting documentation.
Flexible Benefit Contribution Tool
Allow clients to see benefit cost savings in one of three ways: by comparing full premium, percentage or flat dollar amounts.
Print Reports to PDF & Excel
Does your client need a copy of the reports for offline viewing? Printing and sharing PDFs is now a breeze!
Copy & Paste Spreadsheets
Clients can use their existing spreadsheets to populate the smart online census, saving time and frustration.