Advertise it as yours. On your site, it is.
Your prospect sees your name, company and sales path, not PEO Tools. Use a branded URL or embed the diagnostic on your existing site. Completed cases go directly to you. PEO Tools remains the maintained infrastructure underneath the experience.
White labeling means the prospect sees you, not us.
The prospect sees your business first, and the completed case comes back to the seller or company they came to.
Put the diagnostic on a branded URL or inside the site you already use. Your producer, agency or corporate identity stays in front of the prospect from the first click through the case handoff.
You are not sending prospects to a vendor’s page. You are giving them a useful first step in your own sales process.
The experience carries your identity.
PEO Tools stays underneath it as the maintained infrastructure. Your prospect sees your business, your offer and your path to follow-up.
Your diagnostic stays under your control.
You decide what the prospect sees, which current diagnostics are active and where the completed case goes.
Visible brand identity
The name and company identity the prospect sees throughout the experience.
Seller identity
Your producer, agency or company is the one the prospect knows and contacts.
Active diagnostics
Comp Check and Comp Audit are the current workers’ comp offers.
Your qualification rules
The account criteria and priority settings the product makes available to you.
Where the case goes
Completed cases go directly to the seller or company that owns the diagnostic.
Distribution
Your URL, existing site, email, text, LinkedIn, QR code or referrals.
You are the one making the offer.
“I have a workers’ comp diagnostic you can run with your own figures. If it finds something that deserves a closer look, the case comes directly to me.”
One producer or an entire sales force.
White labeling can stay with one seller or expand across an organization without giving up central control.
Independent producer
Your personally branded diagnostic runs under your name, and completed cases come directly back to you.
You control where you distribute it and how you follow up.
Corporate organization
Start with your corporate brand standards. Your compliance, legal and brand teams review the diagnostic before rollout. Once approved, producer-level versions can run inside those boundaries, with individual seller identity where authorized.
Salespeople do not rewrite the diagnostic math or regulated logic. The approved experience can scale across the sales organization.
Central control, local selling.
Built to be reviewed against your compliance, legal and brand requirements before rollout.
You own the relationship. We maintain the machinery.
The customer owns the sales surface and the business decision. PEO Tools maintains the system underneath it.
Customer owns
- Brand and seller identity
- Sales relationship
- Distribution
- Follow-up
- Professional judgment
PEO Tools maintains
- Diagnostic software
- Questions and calculations
- Routing logic
- Deployment
- Controlled updates