PEO Tools is a two-way, top-of-funnel prospect qualifier.

Give business owners
the reason to call you.

Every other broker's site is a contact form. Proofline gives the owner a real, instant answer: their numbers, real tax math, your rate card. That's what makes them want to keep going instead of clicking away to ADP.

You still fit the PEO and place the coverage. Proofline clears the one question that stalls the deal before you are in the room: what is this actually going to cost me.

Live engine, sample brand, no account. Free until your first verified lead.

The owner enters their income, current healthcare cost, filing status, and entity type. Proofline runs it against federal and state tax rules and your rate card, and shows them what it means for their own income. The full team cost unlocks when they verify their phone.

1Prospect's numbersIncome, cost, filing status
2Neutral math engineFederal and state tax law
3Your rate cardYour group rate, your feesYours to customize
ProoflineRuns the calculation
Their number, to the penny
Delivered to your inboxA qualified prospect, ready for the call

That's what makes your outbound and your website worth engaging with instead of scrolling past. Drop the embed on any page you build. Free until your first verified lead. After that, plans start at $150/month.

What's delivered in under ninety seconds

Your expertise, running live. Real tax math, the prospect's own numbers, and your average rates for the businesses you actually serve, calculated the moment they ask. On your page, from your email, from the seminar handout, wherever they land, it's your name on the answer and your knowledge behind it.

This is the filter, running in the same ninety seconds. Every report that reaches you has already done the math. You're not spending fifteen or thirty minutes finding out if someone qualifies. You're talking to people who already know they're close.

What ProofLine Delivers to earn you the lead

Step 1: Earning the name & phone number.

The first number they see

You control the pricing (your rate card)

Their income, their state, run against your rates. Enough to know it's worth continuing. The full breakdown stays locked until they verify.

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The first number they see report preview

Unlocking the full report and configurator

The full report unlocks with a verified mobile number. No fake emails, no dead-end forms. Every unlock is a real person who wants the rest of the answer.

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Unlocking the full report and configurator preview
What Proofline produces to pre-qualify your inbound lead flow

Step 2: Booking the discovery call with you.

A highly qualified prospect with realistic numbers has all the financial reasons to book a call with you. 50% of the sales process has been done on this page. You take it from here

Owner current figures vs in the PEO

Federal tax, state tax, payroll tax, the health plan cost, your service cost. Nothing hidden, nothing rounded. This is the math that earns the call.

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Every line, shown in the open report preview

W-2 Employee Cost Configurator

Healthcare only, priced against your rate card. Not workers' comp, not dental, not 401(k). One number, the one that starts the conversation.

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Team cost builder report preview

Shows the 3 year renewal rate cost divergence

What staying open-market costs against your group rate, three years out. This is the renewal case, made before you're in the room.

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Three year renewal rate cost divergence preview

Shows the cost of waiting

When the modeled treatment can start, and what a mid-year move actually looks like. One more reason the call happens now, not later.

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Shows the cost of waiting report preview

The call is already framed before it starts

Book the review, ask a question, or start the application, right under their number. You're not opening cold. You're confirming what they already saw.

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Unlocked report call-to-action preview
You give us the numbers. We build the rest.

Fifteen minutes of your time.
Then it runs forever.

What you provide the fifteen-minute part

01

Your customer averages

Single, spouse, family, the rates you already quote every day.

02

Your PEO cost structure

Flat fee or percentage of payroll, whatever you actually charge.

What happens after that automatic, ongoing

03

We build your rate card and embed it

Configured from what you gave us, live wherever you place it.

04

The prospect runs it

Their number, calculated the moment they ask.

05

You get the lead

Verified contact, full report, already in your inbox.

You're not learning a new tool. You're answering a few questions you already know the answers to.

Optional conversion add-on

Two voice agents. One for each page. Both built to close.

Not every owner activates it. The ones who do get a voice agent that knows the page, answers what's actually holding them up, and drives straight to the action that page exists for: the unlock, or the call. You already have high-intent people in the funnel. This is what turns more of them into booked calls.

On the locked report, it drives the unlockMeets them right after the number lands, before they've decided to keep going.
On the unlocked report, it drives the callWalks them through what they're looking at, then straight to booking.
It never touches the numbersThe math stays exactly what your rate card produced. The agent drives action, not explanation.
Extra cost, clear returnVoice AI isn't free to run. Brokers who add it are paying for a measurable lift in booked calls, not a feature for its own sake.

Adding Voice AI amplifies conversions for the ones who activate it.

Where brokers use it

It doesn't require a new marketing strategy. It gives the one you already have a financial conversion point.

On every page that talks about cost

Cost pages, renewal pages, open enrollment pages, wherever a visitor is already asking what this is going to cost.

In outbound and re-engagement

Paid search landing pages, renewal season emails, quote follow-up, anywhere you're reconnecting with someone who went quiet and want a financial reason for them to reply.

Through people who already trust you

CPA and bookkeeper partners, life and health referral partners, your own benefits clients, anyone who can hand a warm prospect a real number with your name on it.

At live or networking events

Webinars, seminars, anywhere you collect interest live and want to turn it into a verified lead before it goes cold.

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Locked Proofline result preview

Locked result preview

This is the first proof moment on the broker site: the prospect sees a directional result before the full report is unlocked.

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Unlocked Proofline result panel

Unlocked report summary

This is the report-level view after the phone check. It gives the broker and prospect a shared result to review on the first conversation.

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Locked report header

Locked preview header

The prospect sees a branded first-pass page with the initial inputs and a clear reason to continue.

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Phone check gate

Phone check gate

The unlock step appears after the prospect has already seen value, so the phone check is attached to real intent.

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Unlocked report header

Unlocked report opening

The full report gives the broker a better discovery call: the prospect has already seen the case and can review the assumptions.

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Unlocked current versus PEO report section

Current path versus PEO path

This section shows the side-by-side financial comparison, which is the proof surface the broker can discuss with the prospect.

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CPA review section

CPA review section

This view shows how the report frames assumptions and review notes for a skeptical reader.

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Group Coverage Builder section

Group Coverage Builder

The owner adds the team and selects the group plan, and the group cost estimate updates on its own. It does not affect the personal tax comparison above.

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3-Year Renewal Outlook report surface

3-Year Renewal Outlook

The prospect's own inputs drive a three-year projection: the PEO group-rate path against the open market, with the gap compounding year over year.

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Sensitivity range section

Range logic

This section explains why the output is presented as a range and how the prospect should interpret the result.