Complete all sections to configure this vendor in the Entravia alignment bot. Data is used for automated scoring, matching, and deal routing across the broker network.
🏢Company profile
How does this vendor differentiate from other PEOs?
🗺️Geographic coverage
Click to toggle. Green = active, empty = not covered.
Expected to be licensed within 12 months
🏭Industry appetite
Search by code or industry keyword — codes outside the grid above that are still OK to write
Specific codes to always decline
👥Employee headcount
Optimal range for best pricing & service
Conditions under which 500+ may be quoted
Conditions under which under-minimum may be quoted
⚙️Services & capabilities
Check if included in standard package
Check if included in standard package
Check if included in standard package
Check if included in standard package
Check if included in standard package
Check if included in standard package
Check if included in standard package
Check all that can be added for additional fee
💰Pricing model
📋Underwriting process
All must be submitted for quote to proceed
Not required but speed up quoting
Expedited quoting available
How many years of WC loss runs must be submitted
💻Technology & integrations
Select all platforms with out-of-the-box connectors
✅Compliance & certifications
Any nuances, pending renewals, or state-specific flags
🤝Broker relationships
🚫Hard declines & exclusions
Click to mark as excluded (red)
Search by code or industry — be specific; these auto-decline at intake
Absolute minimum, no exceptions
Absolute maximum, no exceptions
If loss runs exceed this ratio, auto decline
📇Key contacts
Submit vendor intake
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