JOIN THE WAITLIST← ALL FUNCTIONAL LENSESSell faster.
SALES & QUALIFICATION
Sell faster.
Win the right clients.
Turn your growth strategy into practical sales guardrails. Give producers and brokers fast access to accurate services, pricing and profitability controls, then create client-ready quotes in minutes.
OPPORTUNITY✓ BEST CHANCE
Acme Manufacturing
Full-Service PEO
OP-000001Created Mar 14, 2026Last activity Apr 29, 2026
OverviewContactsInteractionsNotes
STAGEClosed Won
TYPEInitial Service
SOURCE METHODReferral
EST. CONTRACT DATEApr 29, 2026
PRIMARY ACCOUNTAcme Manufacturing Ltd
ACCOUNT TYPEEnterprise
STATUSActive
INDUSTRYAutomobile Manufacturing
BO · OPPORTUNITY REVIEWOne policy question deserves attention before the next step.
OPEN REVIEW ↗01Define02Qualify03Price04Quote05Review06Send07Win
PURPOSE-BUILT FOR PEO SALES
Qualify smarter.
Sell faster.
Grow your PEO.
Bold makes the right business easier to win. Leadership defines the appetite, services, pricing logic and guardrails once. Producers move quickly with a single source of truth behind every quote.
01
SALES POLICIES
Put your growth strategy into action.
Define the business your PEO wants to pursue, the services you want to sell and the conditions required to protect the organization. Producers get clear guidance without adding a heavy qualification process.
- Set industry, geography and workforce appetite
- Define service offerings and broker considerations
- Establish pricing floors and approval thresholds
- Change policy quickly as your strategy evolves
SALES POLICIES2026 Growth Operating PolicyDEFAULT
ACTIVEINDUSTRY APPETITEChoose the business Bold should pursue.
+ ADDDefine preferred, acceptable and restricted industries. Add specific exceptions only when they are useful.
GEOGRAPHY12 preferred statesSERVICE MODELSPEO · ASO · PayrollPRICING FLOOR12% target margin
ManufacturingNAICS 31–33 · SectorPreferred
Strong operational experience and service alignment.
HealthcareNAICS 62 · SectorAcceptable
Supported with normal underwriting and implementation review.
AgricultureNAICS 11 · SectorRestricted service models
Current appetite supports ASO only.
CannabisNAICS 111419 · Specific industryProhibited
Outside the current risk appetite.
EDIT QUOTEQuote Line Items
ESTIMATED TOTAL$44,739
- 1
- 2
- 3
✓Services & setup2Build line items3Review & save
CONNECTED PRICING LIBRARY2026 PEO Services & Rates
STATE TAXESSUTAWC RATESSERVICE RULES
ACTIVECALCULATION INPUTS
PAY PERIODS PER YEARBiweekly (26)TURNOVER RATE20%OPERATING STATES3
✓New Hire Enrollment Fee$7.95 · Per New Hire$159.00 / year
✓Implementation, Setup and Training$75 · Per Employee$7,500.00 one-time
✓Base Payroll Processing$1.50 · Per Payroll$3,900.00 / year
✓Per Employee Processing Fee$3.50 · Per Payroll$9,100.00 / year
02
CONNECTED SERVICE QUOTING
A complete quote, ready in minutes.
Start from a configurable library of services and line items. Bold brings the current state taxes, SUTA assumptions, workers’ compensation rates, HR requirements and profitability controls into the quote automatically.
- Create one or several accurate options quickly
- Tune services, line-item pricing and broker economics
- Use approved operational data in every quote
- Generate and send a polished proposal in minutes
03
ASK BO · SALES & QUALIFICATION
Protect margin without slowing the sale.
Ask Bo how to make a quote more competitive while staying inside the PEO’s sales policy and profitability guardrails. Sellers can see what is flexible, what is fixed and what requires approval.
BO · OPPORTUNITY REVIEWAcme Manufacturing Full-Service PEO
LIVE CONTEXTBO’S RECOMMENDATIONAdjust administration fees, not workers’ compensation margin.A 4% administration reduction keeps the quote competitive and maintains the 12% target margin. The proposed workers’ compensation adjustment would move below policy.
14.2%PROJECTED MARGINBEST COMPETITIVE MOVEReduce the administration fee by $18 per employee
WITHIN POLICYThis lowers annual cost by $1,800 while preserving current SUTA assumptions, workers’ compensation margin and the approved service package.
NO APPROVAL REQUIRED
FLEXIBLEAdministration pricingRoom remains above the approved floor.
PROTECTEDWorkers’ compensationCurrent margin is already at policy minimum.
ALTERNATIVEOffer phased HR supportCreates a lower opening price with room to expand.
04
YOUR COUNCIL OF PEO EXPERTS
Should you win this business
on these terms?
The Council brings Sales, Finance, Underwriting, Risk, Implementation and Service into one review. Decision-makers see the complete opportunity before the PEO commits.
QUESTIONS BEFORE ADVANCINGREVIEW TWO CONDITIONS
The opportunity appears aligned with the current policy. Validate the workers’ compensation classifications and confirm the census timeline before proposal approval.
POLICY · MOST CRITERIA ALIGNED2 OPEN QUESTIONS
Strong sponsor engagement and a clear buying event.
Two classifications need loss-run validation.
January launch is achievable if census data arrives by Nov 15.
Six states add complexity, but all are supported.
Service model fits the proposed account structure.
Economics meet policy at the proposed pricing floor.
ONE SOURCE OF TRUTH
From growth strategy
to signed proposal.
Services, pricing, assumptions, approvals and client commitments stay connected throughout the sale. Producers can pivot quickly when the prospect’s needs change without rebuilding the quote or losing control.
APPROVED QUOTE RECORD
✓Selected services and line items
✓Current taxes, rates and pricing inputs
✓Broker economics and commissions
✓Margin review and approved exceptions
✓Client-ready proposal and version history
READY TO SEND ↗SALES & QUALIFICATION WITH BOLD
Control every detail.
Win more of the right business.
Growth strategy built into every saleAccurate quotes in minutesProfitability guardrails without process dragFaster broker and prospect responseOne source of truth from policy to proposal
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