Best PEO Shopping Platform · 2026

The operating layer for PEO GTM — from data collection to implementation

Quote and onboard any client in days.Not a quarter.

Entravia is the workflow software PEOs and brokers run underneath their existing process. Collect data once through one secure portal, hand off an underwriting-ready submission, and shorten the path to bound business.

Trusted by operators across the PEO ecosystem

  • NAPEO Associate Member
  • PEO Brokers Collective
  • PACE PEO

The problem we solve

Messy submissions in. Quote-ready files out.

Every PEO submission starts as a pile of mismatched PDFs, spreadsheets, and email threads. Entravia turns that pile into one clean, structured file every provider can quote from.

What you collect today
  • Payroll_export_FINAL.pdfscanned · 14 pp
  • census 2024 (1).xlsxmerged cells
  • benefits_summary.docxmissing tiers
  • Fwd: Re: WC codes?email thread
  • renewal_rates.pngscreenshot
What Entravia hands offSUBMISSION-READY
  • Company & EINVerified
  • Census · 47 livesNormalized
  • Payroll & WC codesMapped
  • Benefits tiersStructured

One file. Sent to every PEO in parallel.

Collected once

Documents and data gathered through one secure intake — not chased over email for weeks.

Normalized automatically

Unstructured PDFs and payroll exports turned into a standard, quote-ready submission.

Secured end to end

Encrypted intake, role-scoped access, and audit logging — built to HIPAA and SOC 2 standards.

How it works

One intake. Every PEO. In parallel.

  1. 01

    Single secure intake

    Employers submit company and census data once through an encrypted workflow. No spreadsheets, no email attachments.

  2. 02

    AI-assisted document processing

    Entravia parses payroll reports, benefits summaries, and insurance documents — normalized into a standard structure.

  3. 03

    Quote-ready distribution

    Send the structured submission to the PEOs the broker or buyer selects — in parallel. Every provider gets the same clean, complete file.

  4. 04

    Side-by-side comparison

    Offers return in a standardized format. Compare pricing, benefits, insurance, and service on one screen.

By the numbers

The category is moving. We're moving it.

200K+

U.S. small businesses currently using a PEO

0M+

Worksite employees currently served by a PEO

0

Best PEO Shopping Platform — Evergreen Awards

AES-256

Encryption at rest and in transit, on every workflow

What the market is saying

Featured by the people watching this category most closely.

  • M25

    “Entravia is building the missing infrastructure for the PEO industry — the connective tissue between brokers, buyers, and providers.”

    Why We Invested in Entravia
    M25
    Read
  • BizBlip

    “A PEO startup landing VC backing to fix a buying process that has stayed broken for decades — clean intake, structured data, faster quotes.”

    Startup Lands VC Backing to Fix HR Buying
    BizBlip
    Read
  • Employee Benefit News

    “Brokers win by leading with clarity — simplifying the PEO buying process and arming clients with answers, not jargon.”

    Opinion column
    Employee Benefit News
    Read
  • HR Executive

    “AI is reshaping the HR technology stack — and the infrastructure powering how PEOs and brokers sell is part of that shift.”

    Breaking news coverage
    HR Executive
    Read
Weeks → minutesFewer stalled dealsSecurity-firstRepeatable workflows

PEO Sales Workflow Checklist

Standardize your intake process

A practical checklist for collecting the right documents, structuring submissions, and getting prospects quote-ready — without the back-and-forth.

Document collection requirements by deal type
Quote-ready submission checklist
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Frequently Asked Questions

Learn how Entravia modernizes PEO, broker, and HCM sales workflows

Still have questions? Our PEO experts are here to help.

Contact us for personalized guidance

Ready when you are

See Entravia handle a real intake.

Walk through a live submission, structured data, and parallel quote distribution — in about 15 minutes.