Their invoices in. Your proposal out.
PEO Proof reads a prospect's payroll and insurance invoices and returns a cost audit and a draft proposal your rep can present at the first meeting.
Four steps, one meeting saved
- 01
Upload
The employer uploads a recent payroll register and their health, workers' comp and payroll-service invoices through a secure link.
- 02
Audit
The tool itemizes what they pay today for administration, benefits, workers' comp and employer taxes.
- 03
Propose
Your rep receives a side-by-side draft against the pricing inputs your PEO loads, formatted as a deck with your logo.
- 04
Review
A person at your PEO checks every figure before it is presented. The tool drafts and your team decides.
A first meeting that starts with their numbers
Most first meetings spend the hour explaining co-employment. With an audit in hand, the rep spends it on what the employer pays today and what would change.
The employer sees their own costs laid out in one place, often for the first time.
In every audit
- Payroll administration fees
- Employer share of health premiums
- Workers' comp cost by class code
- Employer payroll taxes
- Items that need a human look
An estimate, not a quote
PEO Proof produces estimates from the documents an employer chooses to share. It does not bind coverage, quote insurance or give tax advice.
Final pricing always comes from your underwriting and your licensed staff.
Guides for PEO sales teams
Before you ask
What does the employer upload?
A recent payroll register and their health, workers' comp and payroll-service invoices. One document is enough to start, and more make a fuller audit.
Who can see the documents?
Access is limited to your PEO's authorized users. We will publish full security details before public launch.
Does it replace underwriting?
No. It drafts a comparison for a first conversation. Pricing and acceptance stay with your underwriting team.
When can we use it?
PEO Proof is in development. Join the early-access list and we will contact you when places open.
Get PEO Proof first
We will open early access to a small group of PEO sales teams before public launch. Tell us about your team and we will be in touch.
- Built for PEO sales teams
- Estimates, clearly labelled
- Early access is limited
- A WorksiteLift product