PresenceBrokerSites turns your website into a funnel that converts.
ProofPreQualify answers the cost question before the call.
ProposalDeckGen is in early access, with a sample recommendation you can inspect.
Your brandThe site, the report, and the recommendation all carry your name.
Your leadYou own the lead. PEO Tools stays invisible.
The edgeReal 2026 federal and state tax logic on the visitor's own numbers.
The pointFinancial proof for anyone who turns PEO interest into revenue.
A DIY qualification engine for health broker prospects

Be the financial answer your prospects are searching for.

They are searching for what this costs them and finding opinions. Give them arithmetic instead: on your page, sourced to enacted law, and checkable by their own accountant.

Offer a form or offer an answer: you decide
Prospect loads your page

Option A: contact form

Contact formSales copy, then a form
The cost question goes unanswered
0.2 to 0.5 per 100 visitorsbooked calls

Option B: math engine

Math enginePromises a real number
Completes it, and sees the number
1.8 to 5.0 per 100 visitorsbooked calls from verified leads

About 9 to 10 times as many booked calls, using the low and high cases shown here.

You wouldn't fill out that form either.

You're shopping for something new. You want the price. The site says "give us your name and number and we'll be in touch." You leave. Your prospects are doing the same thing on your site right now.

Brokers ask first.And offer nothing back.


Get a Quote

Name
Email
Phone
Company
How many employees do you have?
Workers' compensation coverage
Submit
The typical form, or a generic calculator. No personalized answer either way.

1 lead per

28 to 50

visits

More traffic.
Fewer results.

Math-first brokers answer first.They earn the lead with real math.


PreQualifyby PEO Tools
Your estimated annual savings

$4,500

Short report preview, example

123
Your InfoCompany InfoResults

Unlock full report

Enter the 6-digit code sent to (555) 123-4567

Unlock and view report
Personalized after-tax numbers. Your rate card, real tax math.

Instant value

Prospects get real numbers up front.

Value gated

Unlocked reports create commitment and trust.

SMS verified

Every number confirmed by code. No typos, no dead ends.

More calls

Pre-sold with proof. Higher quality conversations.

The behavior you'd expect shows up in the numbers.

2.0% to 3.5%

1 lead per 28 to 50 visits

Visitor-to-lead conversion

6.0% to 11.0%

1 verified lead per 9 to 17 visits

About 65%

30%+ invalid or fake numbers

Real phone capture

100%

SMS-verified. No typos, no dead numbers.

10% to 15%

of form fills

Discovery call booking rate

30% to 45%

of unlocked report views

Modeled comparison. Standard form: 2.0% to 3.5% visitor-to-lead, then 10% to 15% booking. Math engine: 6.0% to 11.0% visitor-to-verified-lead, then 30% to 45% booking from unlocked reports.

With Voice AI on the report: higher still.

The prospect asks their questions the moment they see their number. Answered instantly, captured fully, attached to the lead.

More friction. More drop-off.

Less value. Fewer calls.

More value. More trust.

More verified leads. More calls.

This is the top of the funnel. It's where sharp converters separate from average sites — before anyone ever calls.

Buyers are trending to DIY interactions.

45% of surveyed B2B buyers use GenAI to gather information about vendors and products.

51% say they are more likely to encounter misleading information from GenAI. Almost the same share, 49%, say sales reps are more likely to provide misleading information.


A self-serve math engine gives prospects another path: inspect the arithmetic instead of relying on an AI summary or a sales claim.

Buyers are trending rep-free.

Aug 2024 61%
Aug 2025 67%

+6 points in 12 months: prefer a rep-free buying experience

51%say misleading information is more likely from GenAI
49%say misleading information is more likely from sales reps

These findings show concern about misleading information from both GenAI and sales reps. A self-serve math engine offers another path: arithmetic prospects can inspect themselves.

Source: Gartner press release, May 20, 2026.

Who you would be working with

Built for brokers. Sixteen years of conversion expertise.

One question runs this business: what makes an owner with a real payroll problem stop reading and book a call. In this market the answer is always a number. We built the arithmetic, and we built the path from the arithmetic to your calendar.

Our only focus is your conversion: more market share, more group placements. That rests on three things: trust, precision, and a prospect experience with no friction in it.

The path we engineer

16 years

Visitors land on your site100
Verify and unlock the report6 to 11 verified leads
Book a call2 to 5 booked calls

Each stage is built to be measured and tuned.

Why the number holds up

Precision rooted in reality

The math engine runs on enacted 2026 federal IRS and state tax law. When an owner sees their position, they are looking at compliant tax math, not marketing.

It does not go stale

Law changes every year and the engine is maintained to enacted statute. The report a prospect runs next January is computed on next January’s law, not on the day you installed it.

Open to their accountant

Every figure cites the authority behind it. Their CPA can open the report and check the work line by line, which is exactly why they believe it.

What you get

The interactive math engine

Trades customised tax math for a verified phone number. The core of the pipeline.

Quote comparison tool

A visual side-by-side so a client can understand their best option without needing a meeting to get there.

Workers’ comp math engineComing soon

Extends the same interactive pipeline into property and casualty intent.

How we work with you

We handle the setup

Complete onboarding, done by our team, embedded into the workflow you already run. You are not managing an implementation project.

Broker-driven development

Your boots are on the ground. Product ideas and feedback from brokers get built into the platform, because you see the objections before we do.

No charge until the engine produces a qualified, verified lead for you. Not at signup. Not at the demo. You prove the return before you pay anything.
PreQualify

One thing it will not do: create your traffic. The engine converts the visitors you already have. If nobody is landing on your site and nobody is being sent there, there is nothing for it to work on.

We also build full conversion websites.

For brokers who would rather not assemble it themselves, we run a conversion-focused website managed service, built from the ground up with the engines, the copy, and the tracking already in place.

Broker Sites