How Entravia works

Two weeks of doc-chasing, handled before lunch.

One branded workflow takes PEO sales reps and brokers from first contact to a complete, structured underwriting submission — no PDFs to chase, no spreadsheets to re-key, no follow-up loops.

White-label for PEOsFree for brokers (GA)Built to HIPAA & SOC 2 standards
See for PEOs

Two on-ramps, one workflow

Whoever sends the link, the prospect sees the same thing.

The branding shifts. The data shape, the security, and the underwriting handoff don’t.

PEO sales rep

Sends a branded intake link from outbound sequences or directly from their pipeline. The portal carries the PEO’s brand end to end.

Broker (via Entravia GA)

Sends the same branded link from their book. Free to use, no platform or per-submission fees — Entravia is paid by the PEO, with revenue share back to the producing broker.

One structured submission

Same retrieval, parsing, and normalization. Same UW-ready handoff into the PEO underwriting workflow — every time, regardless of who initiated.

The workflow

Four steps. The same four. Every single client.

No bespoke project plan per prospect. Just a repeatable motion your sales team can run on autopilot.

01

Step 01

A branded link goes out

A PEO sales rep sends it from their pipeline. A broker sends it through Entravia’s GA model. Either way, the prospect sees one branded portal — no new tool, no friction, no “please log in here.”

— Five seconds from your pipeline to their inbox.

A professional sending a branded intake link from a laptop in a bright office Step 01
02

Step 02

Documents arrive in one place

Census, payroll, benefits, workers’ comp, loss runs — uploaded or pulled from source systems through a guided flow. The two weeks of follow-up emails simply don’t happen.

— No more chasing PDFs that live in a portal nobody remembers the password to.

Branded document intake portal showing five document categories complete with green checkmarks Step 02
03

Step 03

AI structures the data

Unstructured documents become validated, normalized records. Same fields, same shape, every prospect — ready for underwriting on day one.

— No more spreadsheet janitor work before a quote can move.

Side-by-side view of a raw payroll PDF being extracted into a clean structured data table Step 03
04

Step 04

Underwriting receives a complete submission

PEO underwriting opens a file that is already complete. Brokers who route through Entravia’s GA keep their standard PEO commission and add GA revenue share on placed business. Either way, the time you used to spend collecting goes back into closing.

— The afternoon you used to lose chasing files is yours again.

A reviewer relaxed at a clean desk reviewing a complete submission on a large monitor Step 04

What changes for your team

A day on your sales floor, before and after.

Same headcount. Same brand. Different week.

Before Entravia

  • Email a prospect for the third time about their loss runs
  • Get back a 14-tab Excel file in someone’s personal format
  • Hand-copy fields into an underwriting template
  • Realize three pages of the workers’ comp dec are missing
  • Wait. Follow up. Wait. Follow up.

With Entravia

  • Drop a branded Entravia link into your sequence
  • Watch documents arrive — categorized and validated
  • Open a quote-ready submission, complete on day one
  • Hand off to underwriting in minutes, not weeks
  • Use the time you saved to actually talk to the client

Quick answers

What does Entravia actually do during a PEO sale?

Entravia retrieves the documents a PEO needs to underwrite — census, payroll, benefits, workers' comp, loss runs — through a branded portal sent to the prospect. The data is structured, validated, and delivered to the PEO underwriting team as a clean, quote-ready submission.

How does Entravia work for brokers?

Brokers use Entravia as their PEO General Agency — free to use, no platform or per-submission fees. The broker keeps their standard PEO commission and earns GA revenue share on placed business. Entravia is compensated by the PEO.

How long does the document collection process take?

Most prospects complete the intake in a single sitting. Source-system pulls and uploads happen in parallel, eliminating the typical two-week back-and-forth. Brokers and PEOs typically receive a complete, validated submission within 24–72 hours of sending the link.

Do prospects need to learn a new tool?

No. Prospects receive a single white-labeled link that opens a guided collection flow branded to the PEO or broker. There is no account creation, no software install, and no training required.

Is the data Entravia handles secure?

Yes. Entravia is built to HIPAA and SOC 2 standards, with independent attestation in progress through a new compliance partner. All data is encrypted in transit and at rest, access is scoped per organization, and audit logging is available to administrators. Read our full security commitment at /security.
Kasey Devine

From the founder

"We didn’t build Entravia because PEO sales people were doing it wrong. We built it because they were spending their best hours on work a piece of software should be doing for them."
Kasey DevineFounder & CEOEntravia

Pick your angle

Same platform. Different starting point.

For PEOs

White-label SaaS PEOs deploy under their own brand — used by your sales reps and any partner brokers you extend it to, end-to-end through a clean underwriting handoff.

See for PEOs

For brokers

Free for brokers. Entravia operates as your PEO General Agency — you keep your standard commission, plus GA revenue share on placed business.

See for brokers

The technology

Branded portal, automated retrieval, document parsing, normalized fields, secure handoff — the infrastructure under it all.

See the technology

Trusted by operators across the PEO ecosystem

  • NAPEO Associate Member
  • PEO Brokers Collective
  • PACE PEO

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.