Real-Time Visibility Across Every Corner of Your PEO

PEOptics brings together Sales, Human Resources, Payroll, Risk and Finance data into a single real-time view, purpose built for the complexity of PEO operations.

PEOptics brings together Sales, Human Resources, Payroll, Risk and Finance data into a single real-time view, purpose built for the complexity of PEO operations.

Backed by InsurePro’s deep domain expertise in Insurtech, PEOptics helps your team move from reactive reporting to proactive decision-making across every part of your book.

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WHAT PEOPTICS TRACKS

One Platform. Every Insight.

One Platform. Every Insight.

Everything you need to run a smarter, stronger PEO.

Everything you need to run a smarter, stronger PEO.

Claims Performance & Risk Insights

Monitor loss trends, identify high-frequency accounts, and track claims development across your entire client portfolio - so your team spots emerging risk weeks before it affects your numbers.

Payroll Analytics

Track workforce shifts, classification changes, and payroll fluctuation in real time - ensuring your premium exposure is always current, and your audit position is never a surprise.

Client Retention

Surface early signals of client dissatisfaction or risk deterioration - giving your account management team the lead time to act before a client relationship is at risk.

Operational Efficiency

Identify workflow bottlenecks, monitor service level performance, and track the operational metrics that directly affect your margins and your team's capacity.

Sales Pipeline

Connect new business decisions to real profitability and risk data - so every prospect conversation is backed by insight, not instinct.