Smarter Sales
and Underwriting,
Together.

Automate RFPs, analyze data with precision, and eliminate errors, all in one
powerful platform built for brokers, underwriters, and PEO teams.

Why Zeyrax Stands Apart

More than a platform it’s a performance engine for quoting,
underwriting, and reconciliation at scale.

01

Smart Document Structuring

Automatically organizes and formats uploaded documents into searchable, structured data for faster review and processing.

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Smart Document Structuring

Automatically organizes and formats uploaded documents into searchable, structured data for faster review and processing.

02

RFP-Based AI Intelligence

Leverages AI trained on real-world RFPs to interpret requirements, extract key data, and generate precise candidate or service matches instantly.

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RFP-Based AI Intelligence

Leverages AI trained on real-world RFPs to interpret requirements, extract key data, and generate precise candidate or service matches instantly.

03

Quote & Underwriting Sync

Ensures seamless alignment between sales quotes and underwriting criteria, reducing errors and accelerating approval workflows.

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Quote & Underwriting Sync

Ensures seamless alignment between sales quotes and underwriting criteria, reducing errors and accelerating approval workflows.

04

Census–Invoice Auto-Matching

Automatically reconciles employee census data with invoices to detect discrepancies and ensure accurate billing in real time.

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Census–Invoice Auto-Matching

Automatically reconciles employee census data with invoices to detect discrepancies and ensure accurate billing in real time.

05

Audit-Ready Reports

Generates detailed, compliant documentation instantly-ensuring your data is always organized, transparent, and ready for regulatory review.

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Audit-Ready Reports

Generates detailed, compliant documentation instantly-ensuring your data is always organized, transparent, and ready for regulatory review.

06

Clean Output for Review & Submission

Delivers well-structured, error-free documents optimized for stakeholder review, approvals, and final submission.

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Clean Output for Review & Submission

Delivers well-structured, error-free documents optimized for stakeholder review, approvals, and final submission.

Frequently
Asked Questions

  • How does Zeyrax improve the PEO quoting process?
  • Is Zeyrax suitable for both small and large PEOs?
  • Can underwriters and sales teams collaborate in real-time?
  • Does Zeyrax support versioning and audit trails for quotes?