Home Prospect experience

See what the prospect gets before the first call.

Comp Check lets a workers' compensation prospect work through a real account question on their schedule. They receive a useful diagnostic finding, and you receive the account context and reason for the next conversation.

The diagnostic handles the repeatable first step. You apply professional judgment to what comes next.

From attention to a prepared conversation.

AttentionYou create the opening.

A referral, client question, renewal, website visit, or outbound response reaches your business.

Account factsThe prospect starts with what they know.

Comp Check asks for the information needed to examine the workers' compensation account.

FindingThe prospect learns something useful.

The available facts become a supported diagnostic finding with uncertainty kept visible.

ContextThe account comes back prepared.

The facts, finding, and unresolved questions create a reason for the next conversation.

JudgmentYou decide what happens next.

You verify the account, interpret the finding, and guide the appropriate action.

The question can begin anywhere.

The diagnostic gives each source of attention the same clear first step.

A renewal conversation

A client or prospect wants to understand what changed in the workers' compensation account.

A referral

A trusted introduction arrives with a real question that needs a useful response.

A website visit

A business owner reaches the diagnostic while researching the account on their own schedule.

Outbound activity

Your outreach gives the prospect a concrete experience to continue with.

What each side receives.

ProspectA useful finding

The prospect sees what the available account facts support and where additional review may help.

BrokerAccount context

You receive the facts, diagnostic finding, and unresolved questions that prepare the next conversation.

ConversationA specific reason to continue

The next discussion begins with the account question already defined.

Maintained logic supports professional judgment.

The system stays consistent.

PEO Tools maintains the diagnostic experience, question path, and logic used to turn the available facts into a supported finding.

The broker leads the account.

You verify records, interpret the account context, explain the finding, and decide what action fits the business.