Solutions

Entravia for PEO In-House Sales Teams

Replace the email-and-spreadsheet workflow your sales team inherited with a structured intake, automated collection, and a defensible side-by-side comparison your prospect can actually understand.

See how it works

Jobs we handle for you

Move deals through underwriting faster

Structured intake catches missing fields before submission. Underwriters get a complete packet on day one instead of asking for pieces over a week.

Ramp new reps in weeks, not months

The workflow is the playbook. New hires follow the same guided intake every veteran follows — there is no tribal knowledge to absorb.

Stop losing deals to "I went dark"

A guided buyer portal replaces the email chase. Status is visible to the rep and the buyer at every step, so a stalled document gets unstuck before it kills a deal.

Run defensible comparisons against the incumbent

Side-by-side quote rendering with normalized admin, benefits, WC, EPLI, and SUI/SUTA — the kind of comparison the buyer can take to their CFO without rebuilding it themselves.

Common questions

Does Entravia replace our CRM?

No. Entravia handles the underwriting workflow — intake, documents, distribution, comparison. Your CRM still tracks pipeline and forecast. Entravia events flow back to your CRM via webhook so the two stay in sync.

What size sales team is Entravia built for?

From a single in-house seller up to enterprise teams with regional managers. Larger teams get role-based permissions, manager dashboards, and seat-based pricing.

How long does implementation take?

Typical onboarding is a single 60-minute session plus a sandbox for the team to run a test deal end-to-end. Live deals usually start in week one.

See the underlying workflow on How It Works, or quantify the impact for your team with the PEO Sales ROI calculator.

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.