Trajectix Information

PEO sales teams lose deals not because their product isn't competitive — but because getting documents from small business owners is brutally hard. Trajectix fixes that. We're a purpose-built sales intelligence platform for PEO sales teams, independent PEO brokers, and benefits advisors. Our guided document collection portal walks prospects through exactly what they need to submit — census files, loss runs, prior carrier invoices — with plain-language instructions and automatic reminders. No chasing. No email threads. No stalled deals. What Trajectix replaces: → Reps chasing prospects for missing documents → Sensitive files flying around over email → New reps taking months to learn the process → Underwriting delays from incomplete submissions What you get instead: → A branded, secure portal your prospects actually use → Real-time pipeline visibility across every deal → Clean, complete packages ready for underwriting → Reps who hit the ground running from day one We also run the PEO Sales Benchmark Study — a free, anonymous peer benchmarking program that helps PEO leaders understand how their sales process stacks up against the industry. Purpose-built for PEO. Simple to deploy. Implemented in minutes. Contact@trajectix.com | trajectix.com