The problem usually isn't your proposal.
Your prospect decides before you ever speak.
They land with a financial question - what does this actually do to my money - and your site asks them to fill out a form and wait. Most won't. They answer it themselves with a rough guess, and you never hear they were there.
That's a deal you'll never file as lost, because you never knew you were in it. It'll look like timing, or fit, or follow-up. The real break came earlier: the prospect needed something concrete to react to, and "contact us" gave them nothing.
Show them their own numbers - under your brand, before the proposal - and you're in the conversation while they're still deciding it.
The prospect closes the tab. You never knew they were there.
Proof, shown
Both sides of the decision, built from their own numbers.
Inside your site, the report shows the owner's personal taxes and the company's cost - current versus inside the structure, side by side, computed from the figures the prospect entered. And nothing is asked of them to see it: no name, no phone, no form.
So the follow-up call starts somewhere new. They're not asking whether a PEO might help. They're reacting to what their own numbers showed.
The summary, free to the visitor - no name, no phone.
Full report on screen; phone verification unlocks the build.
Line by line, sourced - and a verified lead in your hands.
Before you put your name on it - what it's built on.
Built to withstand accountant review.
The same engine is open to CPAs, free, line by line, for exactly this purpose. When your prospect takes your number to their accountant, it gets checked against the math that produced it - so it holds.
Sourced to 2026 law, every line.
Federal and state computation, current to enacted statute. Every figure in the projection cites the authority behind it. Nothing asserted, nothing rounded to sound better.
Identical on every input. No preferred outcome.
Two inputs decide everything: fixed law, and your rate cards, applied to the prospect's own figures. Sometimes that means it tells a prospect the structure doesn't help them - which is exactly why they believe it when it does.
Setup, honestly
The hard part is already built. Your part is three steps.
The engine, the federal and state math, the sourcing, and the report already exist. Getting it onto your site is not a project.
Set your rates once.
Load the admin fees and plan pricing from the PEOs you actually carry. That's what makes the report yours: every premium a prospect sees comes from your real contracts, not a national average.
Paste one line into your site.
It's an embed - the same kind of snippet as a scheduler or a video. Drop it onto a page and build whatever you want around it. The embed carries your broker name and runs on your rate cards. Your prospect never leaves your site.
<script src="https://static.peotools.com/embed.js" data-bid="400" async></script>Verified leads land in real time.
The moment a prospect verifies their phone to unlock the full report, you get their complete inputs and their headline number - by email, by text, or, on Firm plans and up, straight into your CRM.
None of it costs anything until that third step actually happens. The engine runs free until it delivers your first phone-verified lead. You pay once it has already worked.
What it doesn't do - on purpose.
It won't reduce your dozen carriers to three plans. That was never its job.
It isn't quoting your rates or matching the carrier. It answers the one question that stalls the decision before you're ever in the room: what does this do to my money? The three tiers on the report are illustrative, priced from your rate cards - not a quote. Matching the prospect to the right carrier is still yours, done the way you've always done it.
What changes is where the conversation starts. The prospect arrives with the hardest part of their decision already cleared - and you're the one who cleared it.
Who this is for - and who it isn't.
Built for brokers whose websites already get traffic.
If people already land on your site - from search, from ads, from a post you wrote, from a campaign you're running - and your job is turning those visitors into conversations, this was built for you. The broker producing content, the firm with landing pages, the specialist buying traffic into a page that has to do more than say "contact us."
It converts traffic you already have. It doesn't create traffic you don't. If your book runs on referrals and your site is where people confirm you exist rather than where they arrive to decide, the engine has nothing to work on.
Almost no broker site in this market gives a visitor a number before asking for a call. If your traffic is arriving with the money question unanswered, run the tool and see what they'd see.
Pricing
Free until the engine produces your first verified lead.
Flat monthly. No percentage of commission, no per-lead fees, no setup cost. You set your rates, deploy the embed, and pay nothing until the engine delivers your first phone-verified lead.
We won't claim the ROI; that's not how anything on this page works. Run your own number: Solo is $1,788 a year. You know what one placement's residuals pay.
The broker running their own book.
- +Up to 10 verified leads a month
- +1 domain
- +Full engine, report, and portal
- +Email and SMS lead alerts
- +Lead list and CSV export
The broker building a pipeline.
- +Up to 40 verified leads a month
- +3 domains
- Everything in Solo, plus
- +Webhook, API, and CRM delivery
- +Source analytics
Networks and multi-office brokerages.
- +The engine in front of every broker you run, each under their own brand
- +One dashboard across your whole network
- +Per-broker rate cards and verified-lead volume
Every plan starts free and stays free until the engine delivers a verified lead. Month to month, no contract. If you pass your plan's lead cap, leads keep arriving - you're prompted to upgrade, never cut off.
Last questions, answered straight.
What brokers ask before they put their name on it.
What happens when the math says a PEO doesn't help my prospect?
It says so. That's not a defect you're absorbing - it's the reason your prospects believe the reports that say it does help. The report still carries your name and ends at your call, and if they unlock it, you get the lead and the full picture either way. Some of the best advisory conversations start with here's why it doesn't work for you yet.
Will it survive my client's CPA?
Yes - that's one of the main reasons it exists. The accountant checks your number against the same engine that produced it, line by line, sourced to 2026 law, open to them free for exactly that purpose. My CPA reviewed it and it checks out is a close no brochure can earn, and it lands in the one room you'll never be in.
Whose leads are these?
Yours alone. We never resell them, never share them, never route them anywhere else. We have no brokers of our own and no directory to feed. The lead exists because your site produced it, and it goes to you.
Do I need a developer to set this up?
No. Load your rate cards once, then paste one line of code onto your site - the same kind of snippet you'd use for a scheduler or a video. If you can add those, you can add this.
What if I haven't loaded rates for every PEO I carry?
Launch with the ones you have. The engine never invents a premium, so carriers without a rate card simply don't appear. Load your most-placed PEOs first and add the rest as you go.
Am I liable if the number's wrong?
Nothing is estimated, and every figure names its source: the tax math is ours and sourced, the premiums are yours from real contracts, the financials are the prospect's. Each report states plainly - to the prospect - what it covers and what gets confirmed on your call. You're presenting sourced math with its assumptions named, not issuing a guarantee.
My prospects shop around. Won't this just help them shop me?
The number is built from your rate cards, under your brand. No competitor can hand them that same number, and the prospect already ties the clarity to you. You're not arming a shopper - you're the one broker who answered the money question while everyone else showed a contact form.
Can I make it favor the PEO I want to place?
No, and that's the point. It computes identically on every input - which is exactly why the prospect's accountant believes it. You keep your brand, your CTA, and the carrier match. What you can't do is bend the math, because bent math doesn't survive the CPA, and surviving the CPA is the reason it works.
What's the catch on free?
None. You pay nothing until the engine delivers a phone-verified lead - not at signup, not at the demo. Billing starts only once it has already put a verified prospect in your hands.
The fastest way past every question here is to run the tool as your prospect would - same engine, sample brand, no account.
Run it as your prospect would →