Industry-specific AI brains
- Agency NexusThe AI brain for your insurance agency.
- BlueprintThe AI brain for your architecture or engineering firm.
- SiteworkThe AI brain for your contracting business.
- Sourcy™ DATA14M+ clean business records, ready for your outreach.
- Sourcy™ StructuralStructural calcs your AI runs over MCP, with every step shown for your engineers.
- Sourcy™ CalcsComing soon · Florida HVAC load and energy calcs built for AI agents over MCP.
One click to choose, one click to go.
By industry
By need
- Answer every callA voice agent that answers day and night and logs every call to your CRM.
- Find new customersFilter licensed businesses by trade, county and licence status. Search free.
- Keep projects movingBring project records, proposals, and billing together with Blueprint AI.
- Get paid by milestoneProgress billing your clients approve from their own portal.
How Do I Automate PEO Proposal Generation?
Automated PEO proposal generation pulls prospect data from the CRM, applies the firm’s pricing model, and produces a formatted proposal in 20–40 minutes instead of 2–4 hours. For Florida PEOs competing for employer clients, proposal speed matters:...
Core Capabilities
The Benefits of Automated Proposal Systems
Florida PEO firms and in-house HR teams see faster turnaround and fewer pricing errors when proposals are generated automatically. Using Implio with Sourcy Data, your team can produce compliant, client-ready proposals in hours instead of days, freeing account managers 6–10 hours per week and increasing close rates through consistent pricing and clearer service scopes.
Implementing an Automated Solution
Start with an onsite workflow assessment from Sourcy, then configure Implio to mirror your PEO's pricing bands, benefits packages, and payroll integrations.
Automated PEO proposal generation pulls prospect data fro...
Automated PEO proposal generation pulls prospect data from the CRM, applies the firm's pricing model, and produces a formatted proposal in 20–40 minutes instead of 2–4 hours. For Florida PEOs competin
Streamlining the creation of PEO proposals is a strategic...
Streamlining the creation of PEO proposals is a strategic move for any professional employer organization looking to enhance efficiency and client acquisition. To automate PEO proposal generation effe
Implio, Sourcy's own PEO technology platform, was bu...
Implio, Sourcy's own PEO technology platform, was built from direct operational experience running PEO workflows — not from reading about them. This deep understanding ensures our solutions
The advantages of automating your PEO proposal generation...
The advantages of automating your PEO proposal generation are multifaceted. Firstly, it drastically reduces the time from initial client contact to proposal delivery, which is crucial in a competitive
The Challenge: Manual Processes Are Holding Back Your Business
Implio, Sourcy's own PEO technology platform, was built from direct operational experience running PEO workflows — not from reading about them. This deep understanding ensures our solutions directly address the complexities of PEO operations. By leveraging platforms like Implio, PEOs can transform a time consuming manual process into an efficient, automated workflow. This allows sales t
Implementing an Automated Solution
Streamlining the creation of PEO proposals is a strategic move for any professional employer organization looking to enhance efficiency and client acquisition. To automate PEO proposal generation effectively, businesses can implement specialized software solutions that integrate client data, service offerings, and pricing structures into a cohesive, customizable document. This approach not only ac
Purpose-Built Platforms for Every Industry
We connect supported software and data sources through approved integrations, with permissions and human review defined for each workflow. Sourcy builds every platform from scratch for each industry — Blueprint for A&E, Agency Nexus for insurance, Implio for PEO, Sitework for contractors, and Sourcy Data powering them all.
Questions about this service
- How long does AI implementation take?
- The timeline depends on the workflow, data readiness, integrations and review requirements. Sourcy agrees discovery, testing, training and launch milestones in the written proposal.
- Does AI replace employees?
- No. AI handles repetitive tasks so your team can focus on high-value work — client relationships, strategy, and complex analysis that actually grows your business.
- What industries does Sourcy build platforms for?
- Sourcy builds purpose-built platforms for specific industries: Blueprint for architects and engineers, Agency Nexus for insurance agencies, Implio for PEO and HR companies, Sitework for contractors and construction firms, and Sourcy Data for AI-powered analytics. Each platform is both industry management software and the intelligence layer that drives its AI agents — built from scratch for that industry so the workflows and the AI share the same data model.
- Is my business data secure with AI?
- Yes. All Sourcy AI systems are built with security controls scoped to the deployment, data encryption at rest and in transit, and role-based access controls.
Ready to Transform Your Business with AI?
Schedule a complimentary AI strategy session. We will assess your current workflows, identify the highest-ROI automation opportunities, and deliver a concrete implementation roadmap — at no cost.