Glossary · Sales & procurement
PEO Discovery Call
An initial qualification conversation between a prospect and a PEO sales representative to scope fit, services needed, and quote requirements.
All terms
Entravia Editorial
Discovery calls are typically 20–45 minutes and gather headcount, geography, current providers, pain points, and decision timeline. Strong discovery materially improves quote quality and reduces wasted underwriting cycles.
For brokers running multi-PEO processes, structured discovery briefs given uniformly to each PEO improve quote comparability.
Related terms
- PEO UnderwritingThe risk-assessment process a PEO uses to decide whether to offer terms to a prospect and at what rates for benefits, workers' comp, and admin.
- RFI (Request for Information)A pre-quote inquiry used to gather basic information about a PEO's services, technology, and qualifications before issuing a formal RFP.
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