Step 01 / locked preview
The prospect gets a useful answer without a form first.
A directional range appears under the broker brand, with enough detail to make the next step feel earned.
Proofline / cost answer to discovery call
Give prospects the PEO pricing answer that makes discovery the next step.
Proofline gives PEO brokers a broker-branded cost flow for serious website visitors. The prospect enters their own inputs, sees whether the PEO math appears worth discussing, and asks for discovery with the broker who gave them the answer.
Your brand gives the cost context. Your discovery call defines the final quote.
Run it like a prospect. It takes about two minutes.
Live engine, sample brand, no account. Free until first verified lead.
Proofline Voice AI
Talk to the Proofline Voice AI guide
This is not a person. It is the AI voice guide your prospects can hear on their report, built to explain what is on the screen, answer Proofline questions, and point the visitor toward discovery under your brand.
Your browser will ask for microphone access.
The conversion point
The page that answers cost becomes the page worth calling.
A serious prospect comes in trying to understand what a PEO could cost their business. Proofline gives that visitor a broker-branded answer before discovery, then asks for a phone check when the full report is worth unlocking.
The broker receives more than contact information. The broker receives the context behind the question: income, state, team assumptions, current path, and the PEO cost picture the prospect just reviewed.
That is how the discovery call starts with direction instead of basic orientation.
Standard sequence
Question in, contact form back.
- The prospect asks a cost question.
- The page asks for contact before context.
- The broker never sees the serious visitor who left.
Proofline sequence
Answer first, discovery request next.
- Prospect sees a broker-branded cost comparison.
- Phone check unlocks the full report.
- The discovery call starts with the case already framed.
The journey that earns discovery
A controlled path from cost question to discovery request.
These are the real screens, not mockups. The prospect moves from a useful preview, to the phone-check gate, to the full report, and each step makes the next step feel natural.
Step 02 / phone check
The phone check happens after value is visible.
The unlock asks for a phone check at the moment the prospect wants the full cost report.
Step 03 / report in hand
The full report gives the broker a better opening.
The conversation can start with assumptions, context, and fit questions instead of a cold discovery script.
Live voice assist
The cost flow answers the question. The voice keeps the prospect moving.
The moment a prospect sees a cost result is the moment they decide whether to continue. Proofline can add an on-page AI guide, never a person and never an advisor, that reads the screen with them in plain words and helps them understand why the full report and discovery call are worth the next step.
It does not add a step to your funnel. It saves the one that was already leaking.
Group Coverage Builder
They build their own group plan assumption before discovery.
The report does more than compare personal tax impact. It lets the owner model the group coverage assumption that drives the decision: headcount, contribution, and plan. That turns a broad cost question into a specific case you can review together.
They arrive having built their own coverage assumption. Your discovery call starts with their team, their contribution, and their chosen plan already on the screen.
- Turns benefits curiosity into a modeled team assumption.
- Gives the broker the exact coverage context behind the lead.
- Turns discovery from a blank intake into a concrete review.
3-Year Renewal Outlook
They see the renewal gap before discovery.
A same-year comparison is only part of the story. Proofline projects the owner's current path against the PEO path over three years, so renewal pressure becomes visible before the call.
The same inputs project three years out, group-rate path against the current-market path. The conversation moves from "is this cheaper today" to "what happens at renewal," the question a PEO broker is built to answer.
- Shows why the decision is not only about this year.
- Turns rate pressure into a visual story the owner can follow.
- Gives your recommendation a future-facing frame.
Renewal is the one question a retail plan cannot answer, and the reason an owner stays with the broker who put them in a group.
Live in fifteen minutes.
Live in five steps. The hard part is already built.
01
Load your rate cards
Your real placement assumptions drive the public-facing range.
02
Embed it on your site
Drop Proofline where the cost question already exists.
03
The prospect runs it
The inputs stay simple enough for a first pass.
04
Proofline builds the range
Current path and PEO path appear side by side.
05
They verify, you get the context
The full report opens, and the broker gets the discovery request with context.
Why this is not just a form
The hard part is the proof chain behind the answer.
A form can collect interest. Proofline creates a broker-branded financial result a skeptical owner can review with their CPA. That is what gives the discovery call a stronger starting point.
What has to hold together
- Broker rate card inputs.
- Prospect income, state, filing status, and team assumptions.
- Federal and state math with visible assumptions.
- Locked preview, unlocked report, and broker-owned lead record.
CPA review
Assumptions and review notes are visible, so the result is not just a claim.
Range logic
A range keeps the output honest while still giving the prospect a real financial signal.
When the cost picture does not favor a PEO, the report says so. That honesty protects the broker's time and makes a favorable result easier to believe.
Where brokers use it
Proofline fits anywhere your marketing already touches cost, renewal pressure, or health plan pain, and anywhere you refer owners toward better coverage.
It does not require a new marketing strategy. It gives the existing strategy a financial conversion point.
Health plan cost pages
Turn rate pain into a modeled next step.
PEO cost pages
Give cost traffic a reason to ask for discovery.
Renewal rescue pages
Catch owners before renewal pressure turns into shopping.
Paid search landing pages
The click already cost you. Give the visitor a broker-branded cost flow, then let the serious ones verify for the full report.
Life and health coverage referral partners
Give advisors who write life and health coverage a financial proof to send their PEO-curious clients.
Cross-sell your benefits book
Show a client you already cover what a PEO does to their personal taxes.
CPA and bookkeeper partners
Hand the partners who already see the financials a clean way to send you a framed case.
Renewal season outreach
Drop it in your renewal emails so owners run their own cost flow before they shop.
Quote follow-up
Pair every quote with the tax side the prospect has not seen yet.
Open enrollment pages
Catch owners while they are already rethinking their coverage.
Webinar and event follow-up
Turn attendee interest into verified discovery interest while it is warm.
Live broker-site examples
How to use Proofline in a PEO broker website.
If you are wondering where the engine belongs, start here. These four examples show Proofline embedded inside performance-style PEO broker sites, with different positioning, page structure, and conversion paths.
Pick the example closest to your brokerage, then open it live.
Independent brokerNorthpoint PEO
A clean independent-broker site that uses Proofline as the financial proof point inside a broader trust-building page.
Open the live demo
Specialist brokerAnvil PEO Partners
A sharper specialist positioning route where the engine sits near high-intent cost and fit messaging.
Open the live demo
Regional brokerSuncoast PEO
A regional trust site that places the engine inside a local-market growth and comparison story.
Open the live demo
Solo advisorReyes PEO Advisory
A lean solo-broker example that uses Proofline to create a serious first conversation from a small site.
Open the live demoClick any card to open the live, interactive demo right here. If your browser blocks the frame, use the Open in new tab link in the modal.
White-labeled control
Your brand. Your site. Your lead.
The prospect sees your brand, never ours. You own the lead, the traffic, and the follow-up. It is not a shared marketplace and not a referral pool. Proofline is the invisible layer underneath, and the conversation stays yours.
Owned
Your websiteBranded
Your company name and CTACaptured
Your verified leadRetained
Your trafficDelivered
Your reportControlled
Your follow-upImplementation
Install it like an embed. Use it like a conversion layer.
One embed, your branding, live without rebuilding your site. Drop the snippet where the cost question already lives and it runs under your own domain.
embed snippet
<script
src="https://static.peotools.com/embed.js"
data-bid="BROKER_ID"
async>
</script>Commercial offer
Run the same cost flow your prospect would see.
Use the sample, watch how the report frames the decision, and decide where it belongs on your site. The fastest way to judge Proofline is to experience the cost question from the prospect's side.
Next step
Send the site, or send the call request.
If Proofline looks close to what your site needs, use the audit form. If the conversation is already clearer than the form, use the call request.
Free review
Get a free audit of your current conversion forms.
Send the page you already use. We will look for where the visitor gets stuck, what the form asks too early, and where Proofline could fit without rebuilding everything.
Book a call
Talk through where Proofline fits.
Use this when you already know a call is easier than another page. Tell us what you want to cover and where leads are slipping away.
Go be the prospect
The clearest way to judge Proofline is to run the cost flow.
Run the sample, then talk through where the cost question already lives on your site. If you want a quieter first step, send the page you use now and we will review it first.
FAQ
Frequently asked questions
Who is this page for?
This page is for independent PEO brokers evaluating PEO Tools, Proofline, Proofhouse, DeckGen, or related broker-owned sales infrastructure.
Does the page content render without JavaScript?
Yes. The primary headings, copy, metadata, schema, and FAQ are authored as static HTML in the page source.
Who publishes this page?
This page is published by PEO Tools, a software platform built for independent PEO brokers.