Smarter PEO Underwriting
The AI-powered platform that connects brokers with PEO underwriters. Submit deals, get instant risk scoring, web intelligence reviews, and pricing recommendations — all in one place.
Free for brokers. No credit card required.
2,400+
Submissions Processed
98%
AI Accuracy Rate
< 4hrs
Avg Review Time
340+
Active Brokers
AI That Sees What Others Miss
Our platform combines document analysis, web intelligence, and social media scanning to deliver comprehensive risk profiles.
AI Document Review
Automatically analyze loss runs, census data, and financial statements. Flag inconsistencies and extract key risk indicators in seconds.
Web Intelligence
Scan the web for OSHA citations, lawsuits, BBB complaints, and regulatory actions. Get a complete digital footprint of every prospect.
Social Media Review
Analyze LinkedIn, Glassdoor, and social profiles for red flags. Assess company culture, leadership credibility, and employee sentiment.
Risk Scoring Engine
Generate a 0-100 risk score combining all data points. Instantly categorize prospects as low, moderate, high, or critical risk.
Pricing Recommendations
Create pricing guidance based on industry benchmarks, loss history, and risk profile for faster underwriting decisions.
Compliance & Security
Keep role-based access and submission visibility separated for brokers, underwriters, and administrators.
How It Works
Three simple steps from submission to decision.
Broker Submits
Brokers upload census data, loss runs, and financials, then select which PEOs should review the case.
AI Analyzes
The system reviews documents, scans the web and social media for red flags, and generates a risk score.
PEO Decides
Underwriters review the AI-enriched submission, then approve, decline, or request additional information.
Simple, Transparent Pricing
Free for brokers. Powerful tools for PEO underwriting teams.
- Unlimited PEO submissions
- Document upload & management
- Real-time submission tracking
- Submit to any participating PEO
- AI-assisted form completion
- AI-powered document analysis
- Web & social media intelligence
- Automated risk scoring (0-100)
- Pricing recommendation engine
- Custom underwriting workflows
- Team collaboration tools
- Priority support & onboarding
- API access & integrations
AI Risk Intelligence in Action
See how the underwriting workspace combines document analysis, web scanning, and operator review in one place.
Document Analysis
Loss runs, census, and financials reviewed
Web Intelligence
OSHA, BBB, lawsuits, and regulatory scans
Social Signals
Glassdoor, LinkedIn, and news sentiment
Risk Score
Composite score with a transparent breakdown
AI Risk Analysis
Needs reviewLoss history variance
Claims frequency increased 18% year over year in the uploaded loss runs.
Web citation match
Public web search surfaced a recent wage-and-hour complaint for manual review.
Pricing guidance
Recommend quoting above benchmark until the open compliance item is cleared.