DeckGen / the broker-branded proposal engine · coming soon

Hand the client one recommendation the same day the quotes land.

The quotes were never the hard part. The rebuild is. Three PEO quotes come in on three different bases, and someone on your side has to reconcile all of it into something a client can read before you can recommend anything at all.

DeckGen takes that step off your desk. Enter the quotes you already gathered, it normalizes the unlike fee structures to one common basis, carries the Proofline number forward, and outputs a recommendation document under your name, ready to send the same day. You still make the recommendation. DeckGen builds and delivers it.

Coming soon. Proofline subscribers get early access. No card, no commitment.

The silent loss

The deal does not slow down at the quotes. It slows down after them.

You know how to gather quotes. The drag starts the moment they land. Workers' comp is rolled into one and broken out of another. Setup fees, renewal terms, and termination language all show up in different places, some of them buried.

So the comparison gets rebuilt by hand, in a spreadsheet, then reformatted into a document, often the night before the client expects it. That hidden production pass is hours you do not bill, and the longer the recommendation takes to assemble, the more a warm prospect cools while they wait.

DeckGen replaces the rebuild step

Enter the quotes once. Send the recommendation today.

DeckGen converts the unlike fee structures to a common basis, builds the normalized side-by-side, carries the Proofline savings line forward when you have it, and produces a recommendation document under your brand.

One clean recommendation in place of disconnected quote packets and spreadsheet fragments. It holds together when the client forwards it to a controller or their accountant.

V-DG-1 · normalize
Quote Aflat monthly
Quote Bper employee / mo
Quote C% of payroll
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One common basisone recommendation
The recommendation document

What is inside the recommendation.

One document, built in a fixed structure so every recommendation you send reads the same way. The client sees the work, not a stack of source files.

01
The provider options under review
The PEOs you gathered quotes from, named.
02
The normalized side-by-side
Every option converted to a common basis first. This is the part that took the hours.
03
Your recommended path
The option you recommend and the plain reason it wins, in your words.
04
The Proofline savings line
Carried forward, so proof and proposal agree.
05
The assumptions and scope notes
What the comparison is built on and what it leaves out, stated plainly.
06
Your branding and a clear next step
Out under your name, ending with the action you want the client to take.
See a sample recommendation →
The four promises

Every recommendation keeps four promises.

Clarity

One readable recommendation, not a stack of quote PDFs and a spreadsheet to interpret.

Comparability

Unlike fee structures converted to a common basis before anything is presented.

Branding

Out under your name and identity. PEO Tools stays behind your brand.

Close-readiness

Disciplined enough to send the same day, orderly enough to survive a forward to a CFO.

The category lock

Not a marketplace, a quote tool, or a slide builder.

DeckGen starts after the quotes are already in your hands. It does not source providers, generate quotes, or help a prospect shop the market. The shopping is over by the time DeckGen begins.

The hard part it solves is normalization, not decoration. A template puts your logo on a page. It does nothing about three fee structures that do not line up underneath.

The moat

It competes with your spreadsheet, not other software.

A benefits broker hands a prospect a branded comparison in fifteen minutes, because the software has existed for years. A PEO broker still rebuilds the same comparison by hand, one to three hours a deal, in Excel and PowerPoint, because no software does the PEO-specific normalization. DeckGen owns the post-quote rebuild layer that every broker currently does by hand, and there is no PEO-specific tool already in that seat.

After the proof layer

The proposal layer, after the proof layer.

Proofline answers the financial question before provider comparison begins. DeckGen answers the recommendation question after the quotes are in hand.

Used together, the Proofline number you already put in front of the prospect carries into the final DeckGen recommendation. The client gets one continuous story from proof to proposal, in your name the whole way. You do not need Proofline to use DeckGen. It just gets stronger when the proof layer feeds it.

Prooflinethe number, on your site
↓
DeckGencarried into the recommendation
Best fit

Built for brokers already doing the rebuild by hand.

This was built for you if you gather quotes from multiple PEOs, still rebuild the comparison manually before sending it, and want a repeatable format you put your name on.

It is a weak fit if you have no active quote pipeline, if your cases are single-option with no real comparison to normalize, or if you already trust your proposal process and do not want to change it. We would rather tell you that than sell you an engine with nothing to do.

On the list first

On the list first, before the price.

DeckGen ships soon, and Proofline subscribers get early access. Pricing follows the work it removes, banded to your active quote-stage volume, not seats. The list sees the numbers first.

  • +The normalization standard, never paywalled
  • +The Proofline savings-line carry-forward
  • +Your ownership of the document and the relationship
You are on the list.

Proofline subscribers get early access. We will reach the list in order when DeckGen ships.
Join the waitlist

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No phone required. Proofline subscribers first.

Want it walked through before it ships, or running a network of offices? Book a call instead.

FAQ

What brokers ask before they get on the list.

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See it, then join

See what it produces, then get on the list.

A sample recommendation shows the structure, the normalization notes, the side-by-side on a common basis, and the recommended path, in final-report form. Read it the way your client would, then put your name on the list.