The PEO Link Broker Desk

Step 1

Employer Intake

Capture the employer details once, then let Broker Desk shape the initial shortlist for the team.

Upload a prospect LCQ PDF, review extracted values, then create a draft intake only after approval.

Draft Progress

Employer Intake ProgressEmployer Intake

0 of 0 required fields complete

New blank intake ready. Complete the required fields below to begin.

Primary Contact

Primary Contact First Name Primary Contact Last Name Primary Contact Email

Case Details

Primary broker Secondary broker Existing PEOLink client? Number of employees Full-Time Employees Currently Enrolled Employees Current Medical Participation% Pay frequency Projected start month Current PEO / Payroll Provider Rush case?

Workers' Compensation

Workers' comp in place today? Workers' comp approach

Operating States Derived from WC Payroll

Operating states are generated automatically from the State entries in the Workers Compensation Payroll table.

No operating states have been entered yet.

Workers Compensation Payroll by State and Class Code

Enter the employee count and gross annual payroll for each state and workers compensation class code. Add a separate row for each state/class-code combination.

#	State	WC Code	Number of Employees	Gross Annual Payroll	Actions

Totals Total Employees: 0 Total Gross Annual Payroll: $0.00

Workers Compensation Loss Run Summary Optional

Optional unless the case is Blue Collar or High Risk and Workers Compensation is being quoted.

Enter summary information for the four most recent policy years.

#	Year	Carrier	Number of Claims	Total Incurred

Totals Total Claims: 0 Total Incurred: $0.00

Benefits Strategy

Group health in place today? Benefits quoting approach Medical Funding Type Most Recent Medical Renewal Increase%Required for PEO master medical eligibility. Enter the upcoming renewal increase. If you do not have the upcoming renewal, enter last year’s increase. If you have neither, enter 8%.

Benefits Needed

HR Support Needs

Open-Market Benefit Options

Traditional Open Market National Health Benefits MERP - Difference Card MERP Non Stop Health

Does the Medical Census, GHQ, and Medical Invoice all match?

Documents Received

Upload the supporting files below and identify each document type. Broker Desk will compare the verified uploads with the selected PEO requirements before submission.

Submission package status

Medical Documents

Dependent Medical CensusUpload if available

No file uploaded

Recent Medical InvoiceUpload if available

No file uploaded

Group Health Questionnaire (GHQ)Upload if available

No file uploaded

Personal Health Questionnaires (PHQs)Upload if available

No file uploaded

Recent Medical RenewalUpload if available

No file uploaded

Summary of Benefits & Coverage (SBCs)Upload if available

No file uploaded

12 Months Medical Claims DataUpload if available

No file uploaded

Workers Comp Documents

Workers Comp Declarations PageUpload if available

No file uploaded

Workers Comp Loss AffidavitUpload if available

No file uploaded

Four Years of Workers Comp Loss RunsUpload if available

No file uploaded

Miscellaneous Documents

State Unemployment RatesUpload if available

No file uploaded

Payroll ReportsUpload if available

No file uploaded

Current PEO Invoice(s)Upload if available

No file uploaded

Additional Documents

Supplemental or Combined Files

Use the document slots above whenever possible. For a combined file, upload it under one document type, then add every other type it contains in Package Details below. PEOs receive a secure, expiring download link.

Security: Never upload Social Security numbers. Upload only information needed for PEO quoting, and use this secure workflow for health-related documents.

Drop supplemental documents here or choose files

Your draft will save automatically when the first upload begins.

Package DetailsReview filenames, replace or remove files, and assign every type contained in a combined file.

Submission Readiness

Complete the intake and upload the supporting documents.

Internal Notes PEO Instructions Hide prospect contact information from PEOs

Step 2

PEO Match Results

Review ranked eligible PEOs, category scores, eligibility status, and the final outbound RFP list.

Complete an employer intake to generate ranked PEO match results.

Ranked PEO matches

No company selected

Internal Case Package

Includes Broker Desk recommendations, selected PEOs, ratings, scoring, commissions, and internal notes. For internal use only.

Broker Desk Internal Use Only — Do Not Send to PEOs

PEO RFP Package — Approved for External Distribution

Download one externally safe RFP Package that can be sent to every selected PEO.

This package excludes Broker Desk scores, rankings, competing PEOs, commissions, internal notes, evaluations, and selection rationale.

Supporting Documents

Secure Package Review

No supporting documents uploaded.

Ready to Submit?

Reviews the final recipients and package before the RFP is submitted.

Build a shortlist to generate the case package.

Step 3

Saved Broker Cases

Reopen prior submissions, review saved decisions, and keep active broker work moving.

Search saved cases

RFP Operations

My RFPs

Track sent RFPs, case ownership, administrator assignment, and verbal milestones.

Client Date from Date to Assigned administrator Selected PEO RFP status Verbal status

Page 1 of 1

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.

Active Profile

Partner Setup

Edit the selected partner profile. Use the sidebar dropdown to switch partners.

Currently Editing: No partner selected

Partner name Partner notes Logo path Upload logo

No logo selected

Current Logo Click here, then press ⌘V on Mac or Ctrl+V on Windows. You can also drag and drop an image.

Relationship

PEO Link Relationship

Informational fields for Broker Desk visibility. These values do not affect matching or scoring.

PEO Link Partner Since Current Active Client Range Executive TipsOptional. Keep this decision-oriented and limited to one or two sentences. Relationship Data Last Verified

Approximate number of current active PEO Link clients with this partner.

Ownership

Parent / Successor Mapping

Track acquisitions, legacy brands, and where brokers should route future business.

Parent organization Ownership status Effective date Display behavior Successor partner Aliases Relationship notes

Management

Partner Management

Create a new partner or delete the currently selected partner.

Routing

Partner Toggles

Turn on only the routing traits that matter for day-to-day recommendations.

Partner routing toggles Active Include this partner in broker recommendations. Open market Supports open-market benefit strategies. High WC risk Good fit for tougher workers' comp groups. Case-by-case Keep visible, with underwriting review expected. Lighter docs Useful when speed or census-only review matters.

Outbound

Email Template

Control who receives the RFP and what reusable message goes out to this partner.

Recipient emails Email subject

Email body template

Suggested placeholders: {{companyName}}, {{primaryBroker}}, {{employeeCount}}, {{projectedStartMonth}}, {{brokerDisplayName}}

Requirements

Required Submittal Documents

Select the documents this partner requires. Broker Desk filters this list through the intake answers before SharePoint matching and RFP submission.

Additional Document Instructions

Scoring Engine

PEO Matrix

Edit hard eligibility, scoring, appetite, medical, workers comp, benefits, and operational details used by the ranked match engine.

Minimum employees

Supported States

Restricted Industries

For categories with detailed types, checking the category opens the list; only the specific types selected below are knockouts. Categories without detailed types apply to the whole industry.

Additional Prohibited WC Codes

Whole-industry knockouts automatically exclude associated WC codes. For categories with detailed types, select the exact sub-industries above or add individual WC codes here.

Search WC codes

Inherited prohibited WC codes will appear after a partner is selected.

Provider Details

Medical, Workers Comp, Benefits, and Operations

Capture the detailed PEO profile here so it becomes searchable and usable in recommendations over time.

Admin

Workers Compensation Class-Code Library

Maintain the NCCI seed library used for WC-code search and exact PEO knockout rules.

Search Industry Status Uncategorized only

CSV Import

Columns supported: code, short_description, search_keywords, industry_category, is_standard_exception, is_active.

Admin

Operational Reports

Reports use only the Employer Intake snapshot and initial shortlist results saved when a broker builds the shortlist.

Date from Date to Broker Industry State Risk Profile Benefits Quoting Approach Workers Comp Approach

RFP Tracker

Historical RFP Data

Manual historical totals are combined with completed Broker Desk intakes for the leaderboard, ticker, and reporting totals.

Year

Annual Feedback

Broker Evaluations

Send annual tokenized questionnaires to brokers and review aggregated PEO feedback without changing internal PEO Matrix ratings.

Admin

Scoring Engine

Manage versioned Engine 2.0 scoring settings, preview draft changes, and preserve calculation history.

Active Configuration

Current scoring settings

Draft Configurations

Configuration editor

Configuration Name Description

Category Weights

Engine 2.0 score weights

Total 0

Result Thresholds

Recommendation controls

Confidence and Freshness

Data-quality settings

Eligibility Rules

Hard, conditional, informational, or disabled

Recommendation Simulator

Batch simulation and impact analysis

Search saved cases Comparison configuration Date from Date to

Sensitivity Analysis

Recommendation robustness

Saved case Configuration

Calibration Review

Compare system output with broker judgment

Configuration History

Audit and usage

Admin

System

Production-safe backup, health, statistics, export, restore, and deployment checks for protecting live PEO Matrix data.

Database Backup

Verified SQLite Backup

Not Run

Creates a transaction-consistent SQLite snapshot, verifies integrity, compares key record counts, and then enables authenticated download.

Database Health

Health Check

Unknown

Database Statistics

Current Counts

Sandbox Data Refresh

Local Refresh Status

Local Only

CLI-only production snapshot imports for refreshing local Matrix data while preserving local access and blocking real outbound email.

PEO Matrix Export

Excel Export

Exports all PEO Matrix data across workbook sheets for partner setup, eligibility, capability scores, provider details, and commissions.

Restore Backup

Protected Restore

Restore Disabled

Database restore is disabled in this environment.

Deployment Safety

Predeploy Check

Not Run

Email Delivery

Postmark Configuration

Unknown

Admin

Library Display

Create the approved Partner Library views available to brokers.

Display Controls

PEO Library Card Layout

Create and manage the approved card views available to brokers.

Layout Name Description Order Active Default

Master Admin

Carrier Option Lists

Manage the carrier choices used in PEO Matrix ancillary checkbox groups.

Master Admin

Intake Form Settings

Add, rename, activate, hide, and reorder intake checkbox options. Inactive options remain readable on saved cases.

Admin

Team Access

Create users, reset passwords, and manage who can access Broker Desk.

Name Username Email Role Status Password Actions

RFP Email Routing

Internal Notifications and Outbound Copies

Select active Team Access users for internal notifications and case administration. Global RFP BCC recipients must be Admin or Sales Admin users with a valid email address, and their addresses remain hidden from PEO recipients.

Partner Intake

Questionnaire Builder

Create scoped partner questionnaire links for complete updates, missing information, annual verification, or selected sections.

PEO partner Questionnaire mode Primary contact email Primary contact name Expiration date Invite note Request updated broker agreement

Sections to include

Missing Information Only will automatically narrow this to blank fields. Annual Verification includes the selected sections and notes that field-level timestamp filtering is a future enhancement.

Partner Intake

Questionnaire Queue

Create a secure intake link, review completed questionnaires, and approve or decline each PEO before it enters the live market.

Beta Feedback

Feedback Center

Triage reports, assign owners, and track requests through completion.

Complete your PEO profile for The PEO Link review team.

PEO Matrix Underwriting Profile

Provider Detail Worksheet

Evaluate PEO partners for The PEO Link.

Assign Case Administrator

Sign in to access Broker Desk.

Set a new password to enter Broker Desk.

Build cleaner RFPs and route them to the right partners.

Employer Intake

Employer Intake ProgressEmployer Intake

Company Information

Primary Contact

Case Details

Smart Match Inputs

Workers' Compensation

Operating States Derived from WC Payroll

Workers Compensation Payroll by State and Class Code

Workers Compensation Loss Run Summary Optional

Benefits Strategy

Documents Received

Supplemental or Combined Files

Complete the intake and upload the supporting documents.

PEO Match Results

No company selected

Internal Case Package

PEO RFP Package — Approved for External Distribution

Secure Package Review

Ready to Submit?

Filter and sort

Saved Broker Cases

My RFPs

PEO Library

Capability Score Filters

PEOLink Control Center

Partner Rules

Partner Setup

PEO Link Relationship

Parent / Successor Mapping

Partner Management

Partner Toggles

Email Template

Required Submittal Documents

PEO Matrix

Additional Prohibited WC Codes

Medical, Workers Comp, Benefits, and Operations

Workers Compensation Class-Code Library

Operational Reports

Historical RFP Data

Broker Evaluations

Scoring Engine

Current scoring settings

Configuration editor

Engine 2.0 score weights

Recommendation controls

Data-quality settings

Hard, conditional, informational, or disabled

Batch simulation and impact analysis

Recommendation robustness

Compare system output with broker judgment

Audit and usage

System

Verified SQLite Backup

Health Check

Current Counts

Local Refresh Status

Excel Export

Protected Restore

Predeploy Check

Postmark Configuration

Library Display

PEO Library Card Layout

Carrier Option Lists

Intake Form Settings

Team Access

Internal Notifications and Outbound Copies

Questionnaire Builder

Questionnaire Queue

Feedback Center