How the heck do I give a real cost answer before I confirm with underwriting? I’m not putting my name on a number I’m on the hook for.
Here is what you can put in front of them today.
Underwriting owns final approval. It always has, and that was never the question a business owner is asking. They want to know whether this is worth their time and their money, and that answer is available today.
PreQualify gets them close, on real numbers. What that business pays today. Their entity type, their filing status, their state, their headcount, their projected income. Carried through enacted federal and state tax law to an after tax bottom line.
Close is what the prospect came for, and close is defensible on the first call, because the law is enacted, the calculation is CPA audited, and the scope is printed on every report.
You already do this.
Somebody calls. No workers comp problem in sight. You give them the number off the top of your head, because you are the expert.
You do it every week and you have never been on the hook for it.
Your website cannot do it.
A prospect wants that number. Your site will not give it. So they leave, or they wait. Either way you never talk to them.
PreQualify takes the wall down.
It gives them the answer, in your name, and gathers their whole story while it does it. By the time they reach you:
- They have explained their business.
- They have a number they believe.
- They know you will get back to them fast.
Any broker can say what a plan costs.
Nobody can say, on the phone, what it does to an owner’s bottom line after their income, their entity type, their filing status and their state.
Enacted law, not a rule of thumb
Federal and state law as actually enacted, maintained as it changes. You maintain nothing.
CPA audited
Run your own test cases against scenarios where you already know the answer. We expect you to.
It can say no
When the math does not favor the move, it says so. That is what makes the yes believable.
It all lands on one number: what a PEO does to their take home pay.
Then the group rate configurator lets them change the coverage and watch the number move. They serve themselves, at their own pace.
Buyers do not trust the answers they are getting.
45% of B2B buyers now research with generative AI. They do not trust it, and they do not trust sales reps either.
You become the only straight answer they get.
Not an AI summary they cannot check. Not a sales claim they have to take on faith. Real math, in your name, carried through the tax code, and they can check it themselves.
Off the table. Workers comp, dental, vision, retirement, and anything underwriting turns up later. Printed on every report, same words every time.
Here’s the part the others skip.
Anybody can bolt a calculator onto a website. It ignores entity type, filing status and state law, so it hands back a number that’s wrong and you burn your first call walking them off it. Put real rates through tax law and it holds up. Leave tax law out and it’s a liability with your name on it.
You’re on record with an estimate built on a simple rate card and enacted tax law.
Four things you get out of the traffic you already have.
The answer, on your page
An owner finds out what this does to their bottom line while they are still on your site, at eleven at night if that is when they showed up.
A filter that runs itself
Owners who were never going to fit see it for themselves and move on. The ones who reach you are the ones worth the hour.
Their whole file, not a name
Income, entity type, state, setup, headcount, what they pay today, and the number they were shown. A contact form has never returned that.
A reason to spend more
Once the front door converts, sending it more traffic makes sense. Your site, your landing pages, and your ad spend start returning something you can measure.
PreQualify is for a broker who:
Uses a website to win business
Your site stops being a brochure and starts answering the money question.
Sends outbound email
Every link lands on a page that gives a real number instead of a pitch.
Runs reactivation campaigns
Old prospects get a reason to look again. Their numbers, not your sales copy.
Works live events
The URL on your card keeps working after you leave the room.
Takes CPA referrals
Give accountants a page that produces real numbers for their clients.
Takes broker referrals
Life and health brokers send their PEO cases somewhere that answers, in your name.
Every one of those ends at a link.
Brokers tell me they win business in person and their website does not matter. Then they hand out a card, send an email, or take a referral, and all of it points at a page that cannot answer the one question the prospect actually has. That is the leak.
Your website is your 24 hour sales rep.
You are doing it right now.
You landed here and started deciding within seconds whether we are credible and whether this is for you. That is exactly what happens on your site, and you do not get to be in the room for it.
A website is a tool, not a publication.
Nobody reads a broker site for pleasure. They would rather be running their business. Every line that does not answer their question costs you the conversion, and a contact form answers nothing.
So ask yourself one question.
A qualified owner lands on your site tonight. Do you want to give them the shortest path to their number, and find everything you need to sell them waiting for you in the morning?
If that is anywhere close to a yes, that is a BrokerSite with PreQualify.
Somebody else is already answering it.
Lead pages promising three great PEOs are multiplying. The owner fills in a form, a national PEO calls them, and you were never part of the conversation. Give them what they want before somebody else does.
Gusto is building its own PEO. Your market is up for grabs.
“Gusto is standing up a Professional Employer Organization (PEO), one of the biggest new bets in the company.”
That is from their own job board. They run payroll for more than 500,000 small businesses that are not in a PEO, and they are building a national master health plan to go with it.
Referral sites are already feeding the PEOs directly.
An owner lands on a page offering three great PEOs, fills in the form, and gets a call. These are the names on the other end of that form:
Good PEOs with good reputations. The placement still happens. You were just never part of the conversation.
Offer a form, or offer an answer.
That is the whole decision. Everyone competing for your placements is getting faster at answering the money question. With PEO Tools you answer it first, in your name, before anyone else gets the call.
Where to go next
Take the one that is closest to your question.