EPHY Sales

Close PEO Sales Deals Faster. Spreadsheet free.

EPHY Sales lets PEO's and Benefit Brokers model, customize, and close complex deals—fast, accurate, and compliant.

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Why Selling PEO Deals Feels Harder Than It Should

From messy data to shifting compliance rules, the sales process is full of roadblocks that slow deals and erode client trust.

Data Chaos Leads to Delays

Disorganized census files and endless spreadsheets eat up hours before quoting even begins.

Complexity Kills Momentum

Multi-plan benefit packages and frequent pricing changes lead to delays, errors, and client frustration.

Compliance is a Moving Target

State-specific tax rules along with wage and hour regulations make staying accurate and compliant a constant struggle.

EPHY Sales lets you build, present, and close deals in one place.

Turns a prospect’s census into a complete, compliant cost and benefits model you can share and present in one place.

Build Proposals in Minutes

Turn messy prospect data into a complete, compliant cost model—fast.
Upload census files to get instant labor cost, tax, and benefit totals
Quote PEO offerings with real-time cost updates.
Forecast costs with adjustable growth.
Set employer contributions by tier, % or flat rate.

Sell with Clarity

Present clear, accurate numbers that build client trust.
Share branded summaries as PDFs or digital delivery.
Compare costs, contributions, and plans in one view
Keep all rates, rules, and logic transparent.
Collaborate with prospects without breaking pricing.

Stay Compliant

Never second-guess tax rules, rates, or regulations again.
Auto-calculate state-specific FUTA, SUTA and FICA.
Flag and adjust for special state rules.
AI updates rates when laws change.
Reuse data for renewals and enrollment.

Sales teams using EPHY Experience:

90%

Faster Census-to-Quote turnaround

85%

Less Manual Data Work in deal building

100%

Accurate State-Specific Compliance on every model

3x

Higher Win Rates for complex, multi-state deals

Why Sales teams choose EPHY

Close faster

Go from raw census to delivered proposals in hours, not weeks.

80% less effort, 100% accuracy,

Better Win Rates

Respond faster and smarter—with messaging that helps close more deals.

Always Compliant

Stay current with laws and regulations—no manual updates needed.

Real-Time Compliance Monitoring
Built-In Approval Workflows
AI updates rates when laws change.

Reduced Legal Risk

Avoid costly errors with real-time compliance checks and approvals.

Boost prospect confidence

Transparent, interactive deal presentations build trust.

Live Scenario Modeling
Cost and Benefit Selection breakdowns
Secure Read-Only Access
All rates and rules visible

Enable seamless handoffs

Coordinate from sales to service teams. All data stays in one place for onboarding and renewals.

Scale sales operations

Standardize complex quoting for every team member.

Centralized Deal Templates
Automated Calculations
Role-Based Permissions
Reusable Deal Data
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See what EPHY can do for you

Book a demo and experience AI-powered HR automation that simplifies compliance, policies, and service management.

Effortless Admin

Automate document creation, compliance tracking, and risk alerts.

Hands-Free Support

AI-powered responses, HR assistance, and policy enforcement.

Risk-Free Compliance

Stay ahead with real-time legal updates, proactive monitoring, and audit-ready reporting.

Seamless Operations

Omnichannel support, HRIS integration, and instant policy updates.

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