The broker journey
From the first question to a useful follow-up.
01
A prospect opens PreQualify from your sales path
The assessment can follow a website visit, referral, campaign, or renewal conversation.
02
They complete the broker-branded assessment
The prospect answers the questions and reviews the PEO cost assessment.
03
They choose whether to continue
A prospect who wants the full report verifies a mobile number and shares contact details.
04
You receive the account context
You receive the contact details, business context, and assessment the prospect saw.
Placement
Use it in the paths you already have.
Website cost pages
Give a visitor a direct next step when the PEO cost question brings them to your site.
Referral and outbound links
Send prospects to a broker-branded assessment tied to the conversation that brought them in.
Renewal conversations
Use the assessment when current costs create a reason to examine the PEO option.
Assessment scope
We do not quote, and nobody can before underwriting.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.