Step 1
Employer Intake
Capture the employer details once, then let Broker Desk shape the initial shortlist for the team.
Step 2
PEO Match Results
Review ranked eligible PEOs, category scores, eligibility status, and the final outbound RFP list.
Step 3
Saved Broker Cases
Reopen prior submissions, review saved decisions, and keep active broker work moving.
Reference View
PEO Library
Search partner rules, PEO Matrix data, and operational details across the full market.
This library combines your partner notes, recommendation settings, attachment checklists, email templates, and PEO Matrix details in one searchable workspace.
PEO Matrix details now influence recommendation scoring for niche industry fit, certifications, carve-out support, open-market support, prohibited classes, and implementation speed.
Admin Workspace
PEOLink Control Center
Before going live, export a full backup of all questionnaire and PEO Matrix data. This file can be used to migrate data into production.
Admin
Partner Rules
Adjust appetite rules, underwriting flags, and recommendation behavior without editing code.
Admin
Admin Reports
Reports use only the Employer Intake snapshot and initial shortlist results saved when a broker builds the shortlist.
Admin
Library Display
Choose which details appear on PEO Library cards for the full team.
Display Controls
PEO Library Card Layout
Turn card sections on or off without changing code.
Master Admin
Carrier Option Lists
Manage the carrier choices used in PEO Matrix ancillary checkbox groups.
Admin
Team Access
Create users, reset passwords, and manage who can access Broker Desk.
Partner Intake
Questionnaire Builder
Create scoped partner questionnaire links for complete updates, missing information, annual verification, or selected sections.
Partner Intake
Questionnaire Queue
Create a secure intake link, review completed questionnaires, and approve or decline each PEO before it enters the live market.