Trajectix
Trajectix provides a purpose-built platform that guides PEO prospects through collecting the documents required for a sales process, replacing email chains and guesswork with a secure, mobile-first portal. Sales teams get real-time dashboards with document-level visibility, while automated follow-up and plain-language instructions help deals move from prospect to underwriting faster.
- Insurance Technology
- Sales Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Small business owners are stretched thin, and when a PEO sales process requires them to independently hunt down census files, loss runs, and prior carrier invoices, deals slow to a crawl or stall entirely. Incomplete, delayed, or insecure document submissions are among the top reasons PEO deals fail to close.
Solution
Trajectix provides a purpose-built platform that guides prospects through collecting the key documents a PEO sales process requires, making it easier for them and faster for the sales team. A step-by-step checklist walks prospects through exactly which documents to gather, where to find them, and how to upload them, eliminating confusion and guesswork. Sales teams get a real-time dashboard showing the status of every prospect and every document, while automated follow-up runs in the background. Once complete, the platform delivers clean, complete document packages directly to underwriting partners, reducing back-and-forth and getting quotes to prospects sooner. New salespeople can be onboarded instantly, as the platform guides them the same way it guides prospects, removing reliance on tribal knowledge. All data is exchanged through a secure, mobile-first portal that protects sensitive employee and financial information.
Target Audience
Primary customers are PEO in-house sales teams, independent PEO brokers, benefits brokers, HR consultants and advisors, PEO sales managers, and insurance agencies that need to streamline the document collection phase of the PEO sales process.
Features
- Guided document collection with step-by-step checklists that explain what each document is, why it is needed, and where to find it in plain language
- Real-time broker and rep dashboard with document-level visibility into which submissions are complete and which remain outstanding for each deal
- Secure document portal that replaces risky email attachments for transferring sensitive employee data and financial documents
- Mobile-first prospect experience allowing uploads directly from a smartphone with progress tracking
- Automated follow-up processes that let reps manage a larger active pipeline without dropping deals
- Underwriting team visibility providing direct access to track and review submissions in real time