Built around how people make financial decisions.

PEO Tools applies 15 years of experience building conversion systems around financial decisions to the questions PEO, benefits, and workers' comp brokers handle every day.

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The experience came from financial transactions.

I spent about 15 years building conversion systems around financial trading. What began as a business making roughly $43,000 a month eventually reached approximately $1 billion a month in transactional value.

The important lesson was not simply traffic. It was understanding why someone arrived, what financial question they were trying to answer, what information they needed, what created enough confidence to continue, and what the logical next action should be.

ROUGHLY $43,000 / MONTH

Business at the starting point

APPROXIMATELY $1 BILLION / MONTH

Transactional value at scale

The questions brokers solve are financial decisions.

Business owners arrive with financial questions involving money, risk, timing, and incomplete information.

The diagnostic handles the repeatable first step. The prospect organizes the facts, receives a useful finding, and reaches the broker with a clearer reason for the conversation.

Put the useful part of the broker's expertise in front of the first call.

Experienced brokers already know the first questions that show whether an account deserves closer attention. PEO Tools places those questions in a broker-branded diagnostic a prospect can use on their schedule.

You receive the account context, supported finding, and unresolved questions. Your professional judgment determines what happens next.

Diagnostic areas

  • Workers' compensation
  • Benefits
  • ALE
  • PEO stay or switch

Your business stays at the center.

The diagnostic carries your brand and returns the opportunity to you. PEO Tools handles setup, branding, deployment, maintenance, and product updates.

You keep the relationship, professional judgment, and sales process.

What the broker keeps

  • The broker-owned relationship
  • The existing sales process
  • The professional conversation

See Comp Check from both sides.

Run the current diagnostic as a prospect, then review the finding and broker handoff.

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