The broker submits
One file: census, payroll, loss runs, and what the client needs. The broker picks the PEOs who should see it.
Placement marketplace
Match the file to the right PEO so both sides can close.
Brokers send one file to the PEOs they trust. PEOs quote the placements they were chosen for—not a public board. Add-ons for underwriting and HR proposals when you want answers in about 30 minutes. Seat pricing only—no commission cut.
Credit card required · $0 due today · 12 months free on the marketplace seat · no commission cut · Pricing after year one
Product overview
About 30 minutes
Brokers and PEOs both need the proposal back in minutes, not days.
The broker submits and waits on the PEO. The PEO gets the file and hears “how fast can you turn this?” Without add-ons, everyone lives in the data for hours. With underwriting and HR proposals on HALO, a complete proposal can be back in about 30 minutes.
"Same marketplace. Same clock. The seat is the rail. The add-ons are the speed."
The marketplace, in three moves.
Brokers and PEOs are aligned on this path. Different seats, different needs on the same placement.
The PEO returns a proposal
The broker needs an answer, not a week in spreadsheets. The PEO quotes back on the placement they were sent.
The broker binds
Quotes land from the markets they chose. The commission stays with the broker. HALO takes no cut.
Aligned on speed. Different jobs.
The broker needs a proposal from the PEO. The PEO needs to stop drowning in data. Optional add-ons are how both sides hit about 30 minutes.
You need a proposal back from the PEO.
You submit to the markets you trust and wait on their answer. Add proposal generation when you want a client-ready HR story on your side while other PEOs are still sorting the data. With the right PEO on our add-ons, you can approve a deal in about 30 minutes.
The broker is asking you to move.
A submission lands in your inbox because they chose you. Without help, your rep sits on piles of data for hours or days. Add underwriting and HR proposals and return a complete proposal in about 30 minutes—or use HALO for the lead and keep your existing systems.
Broker page or PEO page.
Same marketplace. Open the page that matches how you use the rail.
Submit. Get the proposal back.
Same marketplace. You choose the PEOs. You keep the commission. Speed is the add-ons.
Answer the file fast.
Same marketplace. Leads you were chosen for. Add-ons for a 30-minute proposal—or inbox only.
The same rail, plus the risk file
Loss runs, class codes, and mod travel with the placement. This is not a PEO shopping site.
The marketplace, then the speed.
The $99 seat is placement: Inbox IQ, ConnectIQ, and Market IQ. Underwriting and HR proposals are add-ons—optional for a PEO that only wants leads, required when you want a complete proposal in about 30 minutes.
Inbox IQ · included in the seat
Where the deal comes in
Email, census, loss runs, and applications land here. They are read, matched to the company, and routed. This is the start of the account.
Underwriting
Add-on: underwriting
Price the account: premium, expenses, and profit from payroll, class codes, mod, and loss runs. Optional on top of the seat.
Proposal generator
Add-on: HR proposals
The complete HR proposal: benefits, costs, investment analysis, SPIN, the summary, and the agreement. How a PEO—or a broker—gets to a 30-minute turnaround.
Workers’ comp rides with the placement.
Loss runs, class codes, and the experience mod are part of the packet the market opens. A PEO quote without the risk file is just a price.
Lakeview packet
- InCensus and payrollBroker
- InLoss runs and class codesRisk
- InMod on the account0.84
Who can open it
- YesSummit PEO, Harbor HR, Atlas CompSent
- NoEvery other PEO on HALOHidden
- StaysOverride with Northline Benefits$99
12 months free. No cut. You choose the markets.
You choose
A placement goes only to the markets the broker selected.
No split
HALO charges for the system. The override stays with the broker.
No public list
Other PEOs cannot scroll your live deals and bid themselves in.
The file is the risk
Workers’ comp evidence sits on the packet, not in a side spreadsheet.
From people who have placed this business.
HALO comes from PEO and workers’ comp work, including Worklogic EPS. The marketplace is the placement desk brokers and MGAs already run, without handing the book to a general agency.
"The broker decides who gets the file. That is the whole product."
Start a placement on the markets you already use. The underwriter gets a link. The quote comes back to you.
Placement FAQ
How the marketplace works for brokers, PEOs, and MGAs.
Are brokers and PEOs on the same product?
Yes. Same placement marketplace. The broker submits to the PEOs they choose and needs a complete proposal back fast. The PEO gets the submission and needs to answer without days in spreadsheets. Underwriting and HR proposals are optional add-ons for that about-30-minute turnaround.
What does a broker get?
The marketplace seat: submit, choose markets, track quotes, keep the commission. You wait on the PEO for their proposal. Add proposal generation on your seat if you want a client-ready HR story while other PEOs are still sorting data.
What does a PEO get?
The marketplace seat: an inbox of files brokers sent to you only. You can take leads and run your existing systems—or add underwriting and HR proposals and return a complete proposal in about 30 minutes.
Is there a free trial?
Yes. The marketplace seat is free for 12 months, but a valid credit card is required at signup (nothing is charged until the trial ends). You add the card in Stripe right after you create your account. After 12 months, billing starts automatically at $99 a seat per month unless you cancel. Underwriting, HR proposals, and parsing are billed separately when you use them.
What is included in the $99 seat?
The marketplace rail: Inbox IQ, ConnectIQ, Market IQ, and placement tracking. Underwriting and HR proposals are add-ons, not included in the seat. Parsing is extra, paid by whoever uploads the document.
Is HALO a public list of PEO deals?
No. A broker or MGA submits the account and chooses who receives it. Those markets can quote or decline. Every other PEO on the platform does not see the file.
Put the next account on the marketplace.
See how a placement works, then open the broker page or the PEO page. HALO does not take a percentage when a quote binds.