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
3 out of 100convert, unqualified

Option B: math engine

Math enginePromises a real number
Completes it, and sees the number
10 out of 100book, qualified and high-intent

Close more business with Option B bookings.

Your traffic. Your message. Different outcomes.

Healthcare benefits broker industry data. Paid ads, email campaigns, and referral traffic.

  • 1,000 visitors, standard contact form: 20–35 conversions or calls.
  • 1,000 visitors, math engine promising a personalized result: 60–110 conversions or calls.
Standard forms: 2.0%–3.5% visitor-to-lead conversion, about 65% real phone capture with 30%+ fake numbers, 10%–15% discovery call booking rate from form fills. Ask first, value later. More friction, more drop-off, less value, fewer calls. Math engine sites: 6.0%–11.0% visitor-to-verified-lead conversion, 100% SMS-verified real phone capture with no fakes, 30%–45% discovery call booking rate from unlocked report views. Value first, verified leads. More value, more trust, more verified leads, more calls.
Gartner.com · Buyer Research Trends

Buyers are trending to DIY interactions.

51% are asking AI what health benefits should cost, and they know they are being misled.

The same group: 49% expect to be misled by a sales rep, almost the same number.


The self-serve math engine answers both problems at once, for the prospect and for the broker.

Gartner · B2B Buyer Research, Aug 2024 – May 2026

Buyers are trending rep-free.

Aug 2024 61%
Aug 2025 67%

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

51%expect to be misled by AI
49%expect to be misled by a sales rep

Neither is fully trusted. So buyers want to run the math themselves. That is exactly what the engine does, for them and for you.

Gartner sales surveys of 632 and 646 B2B buyers (Aug–Sep 2024, 2025) and a 645-buyer survey published May 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
Start the math engine18
Finish their inputs14
Verify and book10

Every stage is a thing we build, measure, and tune.

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