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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
PEO & Payroll Integration
Purpose-built for PEO brokers. Compare master health plans, model admin fees, and calculate payroll deductions with precision.
As seen in product Launch interactive demo
Why PEO & Payroll Integration?
PEO Plan Comparisons
Compare master health plans across multiple PEOs with standardized benefit summaries and rate structures.
Admin Fee Modeling
Calculate total cost of PEO arrangements including admin fees, workers' comp, and bundled HR services.
Payroll Deduction Calculator
Generate accurate per-pay-period deduction amounts for any pay frequency - weekly, bi-weekly, semi-monthly, or monthly.
Co-Employment Analysis
Model the financial impact of transitioning from traditional employer to PEO co-employment arrangement.
Bundled vs. Unbundled
Compare PEO bundled offerings against standalone broker-managed benefits packages.
PEO Proposal Templates
Generate client-ready proposals tailored for PEO presentations with admin fee breakdowns and total cost analysis.
How it fits your workflow
Mirror the 5-step wizard from intake to proposal.
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Step 2: File Upload
Import carrier files or census data to pre-fill plan details.
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Step 3: Plans & Enrollment
Map enrollments and rates, or copy from current plans.
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Step 4: Contributions
Set employer and employee contributions and preview impact.
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Step 5: Proposal
Generate the proposal and jump into presentation mode.
Workflow accelerators
Quick Actions
Jump between cases, uploads, and exports without breaking focus.
Keyboard Shortcuts
Stay in flow with command palette, export, and navigation shortcuts.
Export Anywhere
Send dashboards, PDFs, or spreadsheets straight from the toolbar.
Built-in Help
Inline help center keeps guidance one click away.
Data confidence, built in
Parsing, validation, and quality signals keep uploads reliable.
Smart Parsing
API parser for PDFs and docs with automatic structure detection.
CSV Fallback
Built-in CSV/TXT reader when external services are unnecessary.
Quality Signals
Header verification and confidence flags to catch issues early.
Coverage Check
Geography coverage status before committing exports.
Mobile-ready and presentation friendly
Responsive layouts keep executive summaries, quick actions, and exports usable on the go.
- Works seamlessly with the presentation toolbar and exports.
- Sidebar controls collapse gracefully for smaller screens.
- Keyboard shortcuts remain available for power users.
Payroll Deduction Calculator
Automatically calculate accurate employee deductions for any pay frequency.
Weekly
52 pay periods/year
$125.38/week
Bi-Weekly
26 pay periods/year
$250.77/bi-weekly
Semi-Monthly
24 pay periods/year
$271.67/semi-monthly
Monthly
12 pay periods/year
$543.33/month
Example based on $6,520 annual employee contribution
PEO Comparison Workflow
Compare full PEO arrangements - not just benefits, but total cost of engagement.
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Upload PEO Proposals
Import master health plan details, admin fee schedules, and service agreements.
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Model Total Costs
Calculate combined health premiums + admin fees + bundled services.
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Compare Side-by-Side
Present PEO vs. PEO or PEO vs. traditional broker-managed options.
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Generate Payroll Deductions
Export per-pay-period amounts ready for payroll system setup.
PEO Brokers
Compare master health plans and model total PEO costs for prospects.
HR Consultants
Help clients evaluate PEO vs. traditional benefits administration.
Payroll Providers
Generate accurate payroll deduction schedules for any pay frequency.
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime