What the prospect does
Answers a short set of questions
The owner supplies the business information needed for the assessment.
Reviews the assessment
The owner sees whether the PEO cost question is worth taking into a broker conversation.
Chooses the next step
An owner who wants the full report verifies a mobile number and shares contact details.
What comes back to you
Contact details
You receive the information the prospect shared to continue the conversation.
Business context
You see the account information collected during the assessment.
The result
You see the assessment the prospect received before the next conversation.
What the assessment covers
PreQualify provides a PEO cost assessment from information the business supplies. We do not quote, and nobody can before underwriting. The rates shown came from the broker's PEO. Underwriting sets the rating three to four business days after the health questionnaires. The insurer can also decline to offer coverage at all, which is separate from price.
The figure covers medical premium, the administration fee, and the tax math. Workers' compensation, dental, vision, and retirement stay with the broker's formal review.
Built for the broker relationship
PEO Tools hosts the assessment, applies enacted federal and state tax updates, and maintains the broker handoff. It can be branded and placed into the broker's current website.
The broker remains the client-facing professional and handles the formal quote and relationship that follow.