Predictika · PEO and HR services quotes

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

An AI sales agent prepares a monthly services quote for TriNet PEO or TriNet HR Plus, with a company size, a term, add-ons such as Payroll Pro, People Pro, TriNet Global, the TriNet-sponsored 401(k) and Open Market Solutions, a workers compensation risk class, a discount and a stated monthly total. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the offerings and quote rules and returns a verdict, every reason and the monthly total it computed.

Scope: TriNet PEO and HR Plus quotes: company size, term, add-ons by offering, global workers, risk class, discount, approvals and the stated monthly total. See everything this validator covers

This validator models TriNet PEO and HR Plus quotes, not just the scenarios shown below.

  • Offering and add-ons — Payroll Pro and People Pro, which go with HR Plus, and TriNet Global, the 401(k) and Open Market Solutions, which go with the PEO, plus the company size each one needs.
  • Size, term and global workers — the company size and service terms the model quotes, the PEO minimum, and the number of global workers TriNet Global covers.
  • Discount, approvals and total — the discount limit and the band that needs approval, the large client, elevated risk class and many global workers that need a review, and the monthly total the quote states, which must match the computed total.

Any TriNet quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: benefit premiums, industry-specific packages and the exact terms of any client contract. The product names (TriNet PEO, HR Plus, Payroll Pro, People Pro, TriNet Global, Open Market Solutions) are public; TriNet quotes are custom, so the prices, size and term thresholds, add-on rules and approval limits are modeled from comparable offerings and are not published by TriNet, and all figures are illustrative.

The AI sales agentBuilds the PEO or HR Plus services 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
Add-ons that belong to one offering and not the otherOnly with care
Payroll Pro and People Pro go with HR Plus, while TriNet Global, the 401(k) and Open Market Solutions go with the PEO, so each add-on needs its own rule on the offering.		The offering and every add-on are in the request, so every dependency is checked on every call.
Minimums and maximums that depend on the offering and the add-onOnly with care
The PEO needs 10 employees and Open Market Solutions 20, while the model quotes 5 to 5,000 employees, so each limit needs its own rule.		The offering, the add-on and the employee count are all in the request, so every threshold is evaluated on every call.
A global-worker count that must agree with the TriNet Global flagOnly with workarounds
The count must be 1 to 100 when the service is on and zero when it is off, so one rule has to look at both fields together.		The flag and the count are both in the request, so the rule is evaluated on every call.
A discount with a block limit and an approval bandOnly with workarounds
Above 15 percent is blocked and 9 to 15 percent needs sales management, so two thresholds apply to the same field.		The discount is compared with both thresholds on every call and returns a block, an approval or nothing.
Reviews triggered by size, risk class or global worker countOnly with workarounds
A large client, an elevated risk class on the PEO and more than 25 global workers each need a different review, and one quote can trigger several.		Each condition is evaluated on every call and returns its own approval request, together with every other finding.
A stated monthly total that must match the computed totalOnly with workarounds
The total is built from the offering, size, term, add-ons and global workers, so a separate rule must 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, together with every other finding.

  

  

    
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.

    
1TriNet serves businesses from about 5 employees up; this model quotes 5 to 5,000 and the quote has 4.
25,001 employees need an enterprise onboarding and underwriting review.
3The service term is 12, 24 or 36 months in this model; the quote has 18 months.
4TriNet PEO has a minimum worksite-employee count (modeled here as 10); the quote has 9.
5Payroll Pro and People Pro are add-ons to TriNet HR Plus; the PEO already includes payroll and HR support, and the quote has the PEO offering.
6TriNet Global is an add-on to the PEO only, not to HR Plus; the quote has the HR Plus offering.
7TriNet Global covers 1 to 100 global workers in this model, and global workers need the service selected; the quote has 0 global workers.
8101 global workers need a review of the partner agreement and country coverage.
9The TriNet-sponsored 401(k) plan comes with the PEO; HR Plus clients keep their own benefit plans and the quote has the HR Plus offering.
10Open Market Solutions (keeping your own broker) is a PEO option modeled from 20 employees; the quote has the HR Plus offering and 40 employees.
11A discount of 12 percent is above 8 percent and needs sales-management approval.
12A discount of 16 percent is above the 15 percent maximum in this model.
13An elevated workers compensation risk class on the PEO needs underwriting review; the quote has the PEO offering.
14The quote states USD 1,000 per month; the offering, add-ons and global workers add up to USD 5,400.

  

  

    
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. Offering, add-ons, term and discount: An HR Plus quote for four employees on an 18-month term with TriNet Global, a 401(k), Open Market Solutions and a 17 percent discount

    
The agent's request. Please quote TriNet HR Plus for 4 employees on a 18-month term, with TriNet Global for 2 global workers, the TriNet-sponsored 401(k) and Open Market Solutions, with a discount of 17 percent, for a monthly total of -580 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Company size outside 5-5,000. TriNet serves businesses from about 5 employees up; this model quotes 5 to 5,000 and the quote has 4.
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  • Term not offered. The service term is 12, 24 or 36 months in this model; the quote has 18 months.
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  • TriNet Global needs the PEO. TriNet Global is an add-on to the PEO only, not to HR Plus; the quote has the HR Plus offering.
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  • 401(k) needs the PEO. The TriNet-sponsored 401(k) plan comes with the PEO; HR Plus clients keep their own benefit plans and the quote has the HR Plus offering.
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  • Open Market Solutions needs PEO and 20 employees. Open Market Solutions (keeping your own broker) is a PEO option modeled from 20 employees; the quote has the HR Plus offering and 4 employees.
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  • Discount over 15 percent. A discount of 17 percent is above the 15 percent maximum in this model.
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2. Offering, add-ons, term and discount: The agent resubmits after fixing the errors

    
The agent's request. Please quote TriNet PEO for 25 employees on a 24-month term, with TriNet Global for 2 global workers, the TriNet-sponsored 401(k) and Open Market Solutions, with a discount of 5 percent, for a monthly total of 3,795 dollars. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 25 employees on PEO for 24 months; monthly total USD 3,795 (illustrative prices).
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3. Large client, risk class and approvals: A PEO quote for 1,200 employees with Payroll Pro, TriNet Global for 30 workers, an elevated risk class and a 12 percent discount

    
The agent's request. Please quote TriNet PEO for 1,200 employees on a 36-month term, with Payroll Pro and TriNet Global for 30 global workers, in an elevated workers compensation risk class, with a discount of 12 percent, for a monthly total of 150,000 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Payroll Pro and People Pro need HR Plus. Payroll Pro and People Pro are add-ons to TriNet HR Plus; the PEO already includes payroll and HR support, and the quote has the PEO offering.
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  • Stated monthly total does not match. The quote states USD 150,000 per month; the offering, add-ons and global workers add up to USD 159,000.
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  • Discount needs approval. A discount of 12 percent is above 8 percent and needs sales-management approval.
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  • Large client. 1,200 employees need an enterprise onboarding and underwriting review.
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  • Elevated risk class on the PEO. An elevated workers compensation risk class on the PEO needs underwriting review; the quote has the PEO offering.
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  • Many global workers. 30 global workers need a review of the partner agreement and country coverage.
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4. Large client, risk class and approvals: The agent resubmits after fixing the errors

    
The agent's request. Please quote TriNet PEO for 1,200 employees on a 36-month term, with TriNet Global for 30 global workers, in an elevated workers compensation risk class, with a discount of 12 percent, for a monthly total of 144,600 dollars. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount needs approval. A discount of 12 percent is above 8 percent and needs sales-management approval.
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  • Large client. 1,200 employees need an enterprise onboarding and underwriting review.
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  • Elevated risk class on the PEO. An elevated workers compensation risk class on the PEO needs underwriting review; the quote has the PEO offering.
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  • Many global workers. 30 global workers need a review of the partner agreement and country coverage.
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  • Quote summary. 1,200 employees on PEO for 36 months; monthly total USD 144,600 (illustrative prices).
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5. Small PEO client and global workers: A PEO quote for nine employees on a 30-month term with TriNet Global for 101 workers and Open Market Solutions

    
The agent's request. Please quote TriNet PEO for 9 employees on a 30-month term, with TriNet Global for 101 global workers and Open Market Solutions, with a discount of 0 percent, for a monthly total of 7,491 dollars. 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 30 months.
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  • PEO needs 10 employees. TriNet PEO has a minimum worksite-employee count (modeled here as 10); the quote has 9.
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  • Global workers inconsistent. TriNet Global covers 1 to 100 global workers in this model, and global workers need the service selected; the quote has 101 global workers.
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  • Open Market Solutions needs PEO and 20 employees. Open Market Solutions (keeping your own broker) is a PEO option modeled from 20 employees; the quote has the PEO offering and 9 employees.
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  • Many global workers. 101 global workers need a review of the partner agreement and country coverage.
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6. Small PEO client and global workers: The agent resubmits after fixing the errors

    
The agent's request. Please quote TriNet PEO for 22 employees on a 24-month term, with TriNet Global for 20 global workers and Open Market Solutions, with a discount of 0 percent, for a monthly total of 4,302 dollars. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 22 employees on PEO for 24 months; monthly total USD 4,302 (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 monthly services quote for TriNet PEO or TriNet HR Plus, with a company size. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the offerings and quote rules and returns a verdict, every reason and the monthly total it computed.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Please quote TriNet HR Plus for 4 employees on a 18-month term, with TriNet Global for 2 global workers, the TriNet-sponsored 401(k) and Open Market Solutions. It is ready to send. The rest of the request is on screen.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with six findings, all in one answer. TriNet serves businesses from about 5 employees up; this model quotes 5 to 5,000 and the quote has 4. The service term is 12, 24 or 36 months in this model; the quote has 18 months. TriNet Global is an add-on to the PEO only, not to HR Plus; the quote has the HR Plus offering. The other three are on screen.
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  6. The validator returned six blocking findings 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 a global-worker count that must agree with the TriNet Global flag, a rules-based CPQ can do this only with workarounds.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the offering to TriNet PEO, the employees to 25, the term to 24 months, the discount to 5 percent and the monthly total stated on the quote to $3,795.
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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 $3,795 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.