Predictika · PEO and HR outsourcing quotes

An AI sales agent's PEO quote, checked before it goes out

An AI sales agent prepares a quote for an Insperity plan with a company size, a plan, optional services, a term and a discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the plans and returns a verdict, every reason and the monthly total it computed.

Scope: Insperity plans (HRCore, HR360, HRScale) with Talent Acquisition, Retirement, Insurance and Contractor Management services against company size, term, discount and monthly total. See everything this validator covers

This validator models Insperity PEO quotes, not just the scenarios shown below.

  • Plan, size and term — the company sizes each plan suits, the terms offered, and the longer term and minimum size that HRScale needs.
  • Services — Retirement and Insurance Services that come with the HR360 and HRScale plans, Contractor Management with a contractor count, and Talent Acquisition with a yearly hire count.
  • Discount and total — approval steps for larger discounts, large clients and HRCore for a big workforce, a discount ceiling, and the monthly total the quote states against the total computed from the modeled prices.

Any Insperity PEO quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: state-specific payroll tax and workers' compensation rating. The plan and service names come from Insperity's public pages; every rule and all prices are modeled, not published by Insperity.

The AI sales agentBuilds the PEO quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

6 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
Plans that need a minimum size and termOnly with care
HRScale needs at least 50 employees and 24 months, so the plan, the size and the term need joint rules.		The plan, the employee count and the term are fields of one request and compared on every call.
Services that only some plans includeOnly with care
Retirement and Insurance Services come with HR360 and HRScale and not HRCore, so each pairing needs its own rule.		The plan and the chosen services are checked together on every call.
Counts that must match a serviceOnly with care
Contractors and yearly hires only make sense with their service, and within a range, so each pair of fields needs a rule.		The service flag and its count are fields of one request, checked together.
A stated monthly total that must match the computed totalOnly with workarounds
The total is built from the plan, size, services, contractors and discount, so a separate rule is needed to recompute it and compare it with the stated figure.		The stated total is a field of the request and is compared with the computed total on every call.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as a quote is saved or a step is completed, so a rep often fixes one error and meets the next.		All findings come back together, whatever order the choices arrived in.

  

  

    
What this validator catches: findings from its test cases
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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1Insperity serves businesses of roughly 5 to 5,000 employees; the quote has 4.
2Insperity serves businesses of roughly 5 to 5,000 employees; the quote has 5,001.
35,001 employees need an enterprise onboarding and risk review.
4The service term is 12, 24 or 36 months in this model; the quote has 18 months.
5HRScale (Workday HR technology with full-service PEO) is modeled from 50 employees; the quote has 49.
6HRScale needs a technology implementation and is modeled for 24 months or more; the quote has 12 months.
7Retirement plan sponsorship is part of the PEO plans HR360 and HRScale, not HRCore; the quote has the HRCore plan.
8Benefits insurance services come with the PEO plans HR360 and HRScale, not HRCore; the quote has the HRCore plan.
9Contractor Management needs 1 contractor and no more than the 40 employees, and contractors need the service selected; the quote has 0 contractors.
10Contractor Management needs 1 contractor and no more than the 40 employees, and contractors need the service selected; the quote has 41 contractors.
11Contractor Management needs 1 contractor and no more than the 40 employees, and contractors need the service selected; the quote has 3 contractors.
12Talent Acquisition Services cover 1 to 50 hires a year, and hires need the service selected; the quote has 0 hires.
13Talent Acquisition Services cover 1 to 50 hires a year, and hires need the service selected; the quote has 51 hires.
14Talent Acquisition Services cover 1 to 50 hires a year, and hires need the service selected; the quote has 4 hires.
15A discount of 25 percent is above the 20 percent maximum in this model.
16A discount of 15 percent is above 10 percent and needs sales-management approval.
17The quote states USD 1,000 per month; the plan, services and contractors add up to USD 7,400.
182,500 employees need an enterprise onboarding and risk review.
19HRCore keeps more employer risk with the client; a sales manager should confirm it for 600 employees.
20HRCore keeps more employer risk with the client; a sales manager should confirm it for 700 employees.

  

  

    
Scenarios and results
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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

    
1. Plan, services and term: An HRCore quote for 700 employees with retirement and insurance services, an unusual term and a large discount

    
The agent's request. Please quote HRCore for 700 employees, Retirement Services, Insurance Services, 3 contractors, an 18-month term and a 25 percent discount, for USD 73,620 per month. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Term not offered. The service term is 12, 24 or 36 months in this model; the quote has 18 months.
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  • Retirement Services needs HR360 or HRScale. Retirement plan sponsorship is part of the PEO plans HR360 and HRScale, not HRCore; the quote has the HRCore plan.
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  • Insurance Services needs HR360 or HRScale. Benefits insurance services come with the PEO plans HR360 and HRScale, not HRCore; the quote has the HRCore plan.
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  • Contractors inconsistent. Contractor Management needs 1 contractor and no more than the 700 employees, and contractors need the service selected; the quote has 3 contractors.
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  • Discount over 20 percent. A discount of 25 percent is above the 20 percent maximum in this model.
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  • HRCore for a large workforce. HRCore keeps more employer risk with the client; a sales manager should confirm it for 700 employees.
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2. Plan, services and term: The agent resubmits after fixing the errors

    
The agent's request. Please quote HR360 for 700 employees, Retirement Services, Insurance Services, Contractor Management for 3 contractors, a 24-month term and a 10 percent discount, for USD 124,020 per month. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 700 employees on HR360 for 24 months; monthly total USD 124,020 (illustrative prices).
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3. HRScale size and term: An HRScale quote for a small company on a short term with a hire count of zero and a wrong total

    
The agent's request. Please quote HRScale for 49 employees, Talent Acquisition for 0 hires a year, a 12-month term and a 0 percent discount, for USD 9,000 per month. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • HRScale needs 50 employees. HRScale (Workday HR technology with full-service PEO) is modeled from 50 employees; the quote has 49.
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  • HRScale needs 24 months or more. HRScale needs a technology implementation and is modeled for 24 months or more; the quote has 12 months.
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  • Hires inconsistent. Talent Acquisition Services cover 1 to 50 hires a year, and hires need the service selected; the quote has 0 hires.
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  • Stated monthly total does not match. The quote states USD 9,000 per month; the plan, services and contractors add up to USD 12,495.
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4. HRScale size and term: The agent resubmits after fixing the errors

    
The agent's request. Please quote HRScale for 120 employees, Talent Acquisition for 15 hires a year, a 24-month term and a 0 percent discount, for USD 34,065 per month. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 120 employees on HRScale for 24 months; monthly total USD 34,065 (illustrative prices).
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5. Large client approvals: An HRCore quote for 2,200 employees with a 15 percent discount

    
The agent's request. Please quote HRCore for 2,200 employees, a 12-month term and a 15 percent discount, for USD 187,000 per month. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount needs approval. A discount of 15 percent is above 10 percent and needs sales-management approval.
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  • Large client. 2,200 employees need an enterprise onboarding and risk review.
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  • HRCore for a large workforce. HRCore keeps more employer risk with the client; a sales manager should confirm it for 2,200 employees.
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  • Quote summary. 2,200 employees on HRCore for 12 months; monthly total USD 187,000 (illustrative prices).
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6. Large client approvals: The agent resubmits after fixing the errors

    
The agent's request. Please quote HR360 for 1,800 employees, a 12-month term and an 8 percent discount, for USD 288,000 per month. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 1,800 employees on HR360 for 12 months; monthly total USD 288,000 (illustrative prices).
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Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a quote for an Insperity plan with a company size, a plan, optional services, a term and a discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the plans and returns a verdict, every reason and the monthly total it computed.
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  2. I will start with the first request by the agent.
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  3. The agent says. Please quote HRCore for 700 employees, Retirement Services, Insurance Services, 3 contractors, an 18-month term and a 25 percent discount, for USD 73,620 per month. It is ready to send.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with five findings and one approval, all in one answer. The service term is 12, 24 or 36 months in this model; the quote has 18 months. Retirement plan sponsorship is part of the PEO plans HR360 and HRScale, not HRCore; the quote has the HRCore plan. Benefits insurance services come with the PEO plans HR360 and HRScale, not HRCore; the quote has the HRCore plan. The other two are on screen.
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  6. The validator returned five blocking findings and one approval in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
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  7. What this shows: for plans that need a minimum size and term, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the plan to HR360, the term to 24 months, the Contractor Management to yes, the discount to 10 percent and the stated monthly total to $124,020.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. All six earlier findings are cleared.
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  13. Six problems caught in one call, fixed in one pass, and a clean $124,020 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    14.