Category

PEO Quoting Software

Stop hand-building PEO comparisons in spreadsheets. Modern quoting software normalizes line items across providers so brokers and buyers can actually compare apples to apples.

See how it works
10 hours
Typical broker time to hand-build one PEO comparison
10 minutes
With purpose-built quoting software
5
Standard quote categories Entravia normalizes

What PEO quoting software does

PEO quoting tools sit between intake and proposal. They take a structured submission, route it to selected preferred vendors, ingest the returned quote PDFs (or structured data), and render a side-by-side comparison the buyer can actually read. The work that disappears: re-keying numbers into spreadsheets, reconciling different fee structures, and explaining why "Provider A's $X" isn't really cheaper than "Provider B's $Y."

The five comparison categories

A defensible PEO comparison normalizes across the same five buckets every time:

  • Admin fees — per-employee, per-month, or percentage of payroll, normalized to a single PEPM number.
  • Medical benefits — network, plan tier, employee/employer contribution split.
  • Workers' compensation — class code rates and modifier handling.
  • EPLI — limits, deductibles, and whether it's bundled.
  • SUI/SUTA — pass-through vs. blended, and the implied first-year cost.

Why can't I just compare PEO quotes in a spreadsheet?

You can — and most brokers still do. The problem is that each PEO presents fees, benefits load, and tax handling differently, so a spreadsheet comparison is only as good as the broker's manual normalization. Quoting software enforces a consistent schema so the comparison is defensible to the buyer and reproducible across deals.

Do PEO quoting tools integrate with my CRM?

The good ones do. Look for native exports to HubSpot or Salesforce and webhook support so closed deals flow into your pipeline automatically. Entravia surfaces quote and submission events that your CRM can subscribe to.

What's the difference between quoting software and a PEO sales platform?

Quoting is a feature of a complete PEO sales platform. Standalone quoting tools handle the comparison step but leave intake and document collection to you. A full platform — like Entravia — covers the workflow end to end so the data feeding the quote is already structured and complete.

What to demand in a demo

  • Show me a real comparison built from two real PDF quotes — not a sample.
  • Show me how SUI/SUTA pass-through is rendered for a multi-state employer.
  • Show me how I export the comparison as a branded PDF for the buyer.
  • Show me how the comparison updates when a vendor sends a revised quote.

When you're ready to see how a complete intake-to-quote workflow runs, Entravia's How It Works page covers it in five steps. Brokers placing PEO business should also read Entravia for Brokers.

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.