For brokers and sales leaders who write the business.
PEO Tools closes the gap between your website and a better first call.
A business owner answers the questions you would ask, gets a real finding from their own numbers, and reaches you already qualified.
Your website stops being a brochure and starts working like an employee.
A suite of broker diagnostics, on your site and in your name. Comp Check, workers’ comp, is the first.
- On your site, under your brand
- Live in 48 hours
- No contract
Who these tools are for, and why they come straight to you.
You write the business. That is the whole test.
Independent brokers, agency owners, and sales leaders running a team inside a larger firm. PEO, workers’ comp, benefits, or all three, your own shop or inside a franchise or general agency.
It asks your questions, under your name, and hands the file to you, so it only works in the hands of the person making that call. Whoever else you work with is your business, not ours.
If your firm would never approve a third party tool, it runs on a private branded URL you control, built to the compliance standards you work under.
So it comes straight to you, with nobody in between deciding which brokers may have it.
The first call, already done.
A business owner meets the questions you would ask, state, payroll, comp cost and experience mod, and in about a minute has a real finding from their own numbers.
A warm first call.
They verify a mobile number and you get the file:
- Who they are
- Their figures
- What the numbers established
- What still needs the records
You open the conversation knowing what they know.
Your time back.
You set the smallest account worth it, and below that it turns them away politely.
People who would not have called.
A link in an email, a text or a QR code lands on something that answers, so it converts attention you already have rather than making more.
Nothing to build.
Installed on any platform, live in 48 hours, nothing for you to host.
Comp Check, the first diagnostic, is workers’ comp.
A PEO is one route the finding can point to, never the premise. Benefits Check, ALE Check and PEO Renewal Check are next, and each one ships to you at no extra charge while you’re a customer.