EPHY Sales Deal

The First Sales Engine Built for Complex PEO Deals

Replace spreadsheets with an intelligent workspace that models labor costs, benefits, and compliance in real time—built to close.

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Selling complex PEO deals shouldn’t feel like a maze.

Most teams are still stuck in fragile spreadsheets, outdated pricing models, and manual compliance checks that slow deals down and invite costly errors.

Disconnected Tools

Sales, benefits, compliance, and operations live in separate systems, leading to duplicate work and misaligned data.

Slow & Error-Prone Quoting

Complex benefit and pricing scenarios require endless manual calculations and version control nightmares.

Compliance Guesswork

State-by-state rules, workers’ comp rates, and FUTA/SUTA thresholds must be looked up manually, leaving room for mistakes.

Effortlessly Model and Close Complex PEO Deals with EPHY

Transform messy spreadsheets into a unified deal engine that calculates total labor costs, compares benefit scenarios, and delivers compliant, client-ready proposals in minutes.

Instant Cost & Benefit Modeling

Upload census files in any format and get total labor cost models in minutes.
Build multi-year forecasts with adjustable assumptions.  
Model contributions by tier, plan, or percentage.

Smart Collaborative Deal Spaces

Share secure deal workspaces with prospects and clients.
Allow them to explore options without touching pricing logic.  
Keep all versions, comments, and assumptions in one place.

Built-In Compliance Intelligence

Automate FUTA, FICA, and SUTA calculations by state.  
Get instant alerts for client-reporting states or regulatory changes.  
Remove manual lookups and stay audit-ready at all times.

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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