Trajectix guides your prospects through collecting the key documents your PEO sales process requires — making it easier for them, faster for you, and cleaner for underwriting.
Built for the professionals driving PEO growth
PEO In-House Sales Teams
Independent PEO Brokers
Benefits Brokers
HR Consultants & Advisors
PEO Sales Managers
Insurance Agencies
Small business owners are stretched thin. When your sales process requires them to hunt down census files, loss runs, and prior carrier invoices on their own, deals slow to a crawl — or stall entirely.
Trajectix is purpose-built for the PEO sales process — from the first prospect invite through a clean, complete submission ready for underwriting.
A step-by-step checklist walks prospects through exactly which documents to gather, where to find them, and how to upload them. No confusion, no guessing.
See the real-time status of every prospect in your pipeline. Know at a glance which documents are in and what's still outstanding for each deal.
New salespeople can hit the ground running from day one. The platform guides them the same way it guides prospects — no tribal knowledge required.
Deliver clean, complete document packages directly to your underwriting partners. Reduce back-and-forth and get quotes in your prospect's hands sooner.
Replace risky email attachments with a proper secure upload portal. Protect sensitive employee data and financial documents — and give prospects confidence in your process.
No lengthy implementation. No complex training. Trajectix fits naturally into your existing sales workflow from day one.
Enter your prospect's contact info and they instantly receive a secure link to their personal document portal — no app download required.
A step-by-step checklist guides your prospect through each required document with plain-language instructions — including exactly where to find it.
Documents land in a secure portal — no email required. You're notified as each piece arrives and ready to move the moment the package is complete.
Take a 15-minute survey, share anonymized pipeline data, and get your personalized results reviewed with you on a call — completely free.
Take the SurveyChoose the conversation that's right for you — or schedule both.
Get a personalized 30-minute demo tailored to your team's structure and current sales process. We'll show you exactly how Trajectix fits your workflow and what you can realistically expect.
Answer 23 questions about how your sales team is structured, upload anonymized pipeline data from the last 12 months, and we'll walk through your personalized results together on a call. Takes 15–20 minutes. No cost. No catch.