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.
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.
Prospects Go Dark
Owners get overwhelmed by unstructured document requests and simply stop responding. Your momentum dies.
Reps Chase Paper Instead of Prospects
Your salespeople spend valuable hours per deal on follow-up reminders instead of building their pipeline.
New Reps Take Months to Ramp
Without a guided, repeatable process, new hires struggle to know what to collect and when — training is slow and inconsistent.
Email Is Insecure & Inefficient
Sensitive employee data and financial documents routinely sent over unprotected email — a risk no professional should be taking.
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Deals Stall Here
Incomplete, delayed, or insecure document submissions are among the top reasons PEO deals fail to close.
Platform Features
Everything Your Team Needs to Close Faster
Trajectix is purpose-built for the PEO sales process — from the first
prospect invite through a clean, complete submission ready for underwriting.
Guided Document Collection
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.
Broker & Rep Dashboard
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.
Automated Reminders
The platform follows up with prospects automatically so your reps don't have to. Timely, professional nudges keep the process moving without straining the relationship.
Instant Rep Onboarding
New salespeople can hit the ground running from day one. The platform guides them the same way it guides prospects — no tribal knowledge required.
Faster Underwriting Submissions
Deliver clean, complete document packages directly to your underwriting partners. Reduce back-and-forth and get quotes in your prospect's hands sooner.
Secure Document Portal
Replace risky email attachments with a proper secure upload portal. Protect sensitive employee data and financial documents — and give prospects confidence in your process.
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Prospect Experience
Make It Easy for the Business Owner
Small business owners don't have time to decode complex document requests.
Trajectix gives them a clear, mobile-friendly portal where every document is
explained in plain language — including where to find it.
✓
Plain-language document descriptions
Every request explains what the document is, why it's needed, and exactly where to find it — even if the owner has never seen it before.
✓
Get the right documents the first time
Clear guidance eliminates the frustrating back-and-forth that comes from incomplete or incorrect submissions — saving time for everyone.
✓
Mobile-first design
Prospects can upload documents directly from their smartphone — no scanner, no desktop, no friction.
✓
Progress tracking
Owners see exactly how far along they are, removing the feeling of an endless, open-ended request list.
Sales Intelligence
Your Entire Pipeline, Always in View
Stop digging through email chains to know where each deal stands. Your dashboard
gives you a real-time view of every prospect, every document, and every next action.
✓
See where everything stands at a glance
Your pipeline view gives you an immediate read on which prospects are moving forward and which need attention — without digging through emails.
✓
Document-level visibility
Know exactly which required documents have been received and which are still outstanding for each prospect — never wonder what's missing again.
✓
Underwriting team visibility
Give your underwriting partners direct access to track and review submissions in real time — so they're ready to move the moment a package is complete.
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Simple by Design
Up and Running in Three Steps
No lengthy implementation. No complex training. Trajectix fits naturally
into your existing sales workflow from day one.
1
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Add Your Prospect
Enter your prospect's basic contact information to create their profile. They receive a secure link to their personal document portal — no app download, no setup required on their end.
2
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Guided Document Collection
Your prospect is walked through each required document with plain-language explanations — including who to work with to track it down, whether that's someone inside their business, their CPA, or their current insurance broker.
3
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Secure Upload & Review
Documents are uploaded securely through the portal — no risky email attachments. You and your underwriting partners are notified as each document arrives, so you're ready to move the moment the package is complete.
The Trajectix Advantage
Built to Move Deals Forward
Every feature in Trajectix exists to solve one problem: getting deals from
prospect to close faster, with less friction for everyone involved.
Work More Prospects
With automated follow-up running in the background, your reps can manage a larger active pipeline without dropping the ball on any single deal.
Shorter Sales Cycles
When prospects have a clear, guided path and a secure place to submit, document collection moves dramatically faster — eliminating the biggest bottleneck in the PEO sale.
Faster Rep Ramp-Up
New hires follow the same guided process as prospects. No months of shadowing. No reliance on tribal knowledge. Reps become productive contributors much sooner.
Secure & Professional
Replace vulnerable email attachments with a secure portal. Protect sensitive data and present a more polished, professional experience to every prospect.
Free Program · No Strings Attached
PEO Sales Benchmarking & Insights
Where does your sales organization really stand? Join our free benchmarking
program and find out — with real data from real PEO teams across the country.
✓
Compare your key metrics anonymously against other regional PEOs — conversion rates, time-to-submission, document completion rates, and more. No participant names are ever shared.
✓
Identify your biggest opportunities with personalized insights showing exactly where your sales process is leaking revenue and where to invest to fix it.
✓
Track your progress over time as you implement changes. See your benchmarks improve quarter over quarter with consistent, objective data.
✓
Contribute to the PEO industry's first dedicated sales performance database. The more organizations participate, the more powerful the insights become for everyone.
* Sample data for illustration. Your actual results and peer comparisons appear in your private dashboard.
Get Started
Ready to Transform Your PEO Sales Process?
Choose the conversation that's right for you — or schedule both.
For Sales Teams & Brokers
See Trajectix in Action
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.
Get a 20-minute intro call to learn how the benchmarking program works, what data
we collect, how we protect participant anonymity, and what insights you'll receive
in return. No cost. No catch.
