ProoflineHow brokers use it

How brokers are using Proofline.

Most brokers already have a way to talk about PEOs. What they usually do not have is a clean, credible way to show prospects what it will actually do to their personal finances, before spending significant time on calls. Proofline gives you that.

The problem most brokers face

Time spent on prospects who were never going to move.

You spend time with prospects who get interested in a PEO, then stall or disappear once they hear the admin fee. By the time you realize they were never going to move forward, you have already invested meaningful time.

Even when the numbers look good, many prospects still hesitate because they do not fully understand the impact on their taxes and take-home pay.

What Proofline does for you

A qualification layer, not lead generation.

Proofline lets you put a sourced, traceable comparison directly on your website using your actual rate card. Prospects run their own numbers and see a clear picture of what moving into a PEO would do to their personal finances. You get better-qualified conversations and spend less time with people who were never serious. It improves the conversations you choose to have.

The flow

How brokers are running it.

01
The prospect lands on your site and sees Proofline
02
They run their numbers against your real rates
Income and current health costs, in real time.
03
They see a clear summary
Whether they would be ahead, neutral, or behind.
04
If they want the full report, they verify their phone
You receive a verified lead with their headline range attached.
05
You follow up with prospects who have already seen the picture

This process surfaces higher-intent prospects and gives you a natural reason to continue the conversation.

See it in action

Exactly what your prospects would see.

Try it with different income levels and current health costs. This is the same experience your prospects would have on your website.

🔒your-brokerage.com/savings
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How to position it

Consultative, not pushy.

You do not need to overhype the tool. The most effective way to introduce it is simple.

"Before we go too far, would you like to see what moving into a PEO would actually do to your personal taxes and take-home pay? I have a tool that runs your specific numbers against our rates. It takes about two minutes."

When the numbers come back close or slightly negative, you can say:

"The pure dollar impact looks roughly neutral based on what you are paying today. A lot of owners still move forward because they want better coverage, less time spent on HR and compliance, or they expect their income to grow. This helps us see the full picture."

What your prospects see

A free summary, then the full report.

You stay in control. The summary gives them useful context without locking you into a single number before you have spoken with them.

Free summary, what they see first

A clear, high-level comparison showing the directional impact on their personal finances.

Full report, after phone verification

A detailed, traceable breakdown they can show their accountant, including income sensitivity and clear assumptions.

Why this matters

What it does for your business.

Better qualification

You spend more time with prospects who are actually a fit.

Higher credibility

The numbers are sourced and traceable, not estimates or averages.

Protects your time

Prospects see the financial picture earlier, so fewer conversations go nowhere.

You control the message

Everything runs off your rate card and your branding.

Put it on your site

Ready to put this on your site?

Proofline is designed to be embedded directly on your website. You keep full control of the relationship and the close.