How it works in three steps.
Your prospect enters their income and current health costs on your site. They see a clear summary with no form required.
When they want the full traceable report, they verify their phone. This protects their information and confirms real interest.
You receive the verified lead in your portal with their headline number attached. You now have a prospect who has already seen the financial picture.
This process turns curiosity into a qualified conversation.
Built from their numbers and your rate card.
Your prospect enters their income, current health costs, and business structure. Proofline calculates what changes inside a PEO, the tax treatment, the admin fee impact, and the net position, using current federal and state rules.
The summary is free. The full report becomes available after phone verification, and every figure is traceable so their accountant can review it.
This is not a national average. It is their situation, calculated against your actual pricing.
Designed to hold up when their accountant looks at it.
When the number is honest and traceable, it earns attention instead of skepticism.
Every calculation follows current federal and state tax rules.
Contested positions are labeled, not hidden.
The report shows when a PEO does not improve the outcome.
The structure lets a third party trace the logic without guessing.
You get verified leads. You close the placements.
Proofline is not a lead generation service. It is a tool that sits on your website and works while you are with other clients.
You only pay once you start receiving verified leads.
- +Prospects run the analysis on your site
- +You receive only verified leads
- +You decide which leads to work
- +You keep the full relationship and the commission
Simple pricing. You pay after it starts working.
All plans include the full engine, verified lead delivery, and basic reporting. No per-lead fees. No setup costs.
- +The full engine and report
- +Verified lead delivery
- +Basic reporting
- +Everything in Solo
- +Multiple producers
- +Source analytics
- +Everything in Firm
- +Multi-broker dashboard
- +Per-broker rate cards
What brokers usually ask.
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