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IQX Workflow enables carriers to manage cases and their status in both a quote and case-centric environment making it easier to track cases and their status. IQX Workflow functionality provides an interface that allows the user to search and retrieve quotes that have been entered into the system based on specific search criteria. It also allows for both basic and advanced plan design options. Featuring a standard, sortable search result table format it enables results to be exportable in Excel, XML and CSV. A quote summary page provides the user quote information for review.

IQX Workflow is supported by a multi-level, role-based application that allows the head and regional offices to obtain instant access to, and a 360° view of all sales and service activity within its respective channels. It includes a secure HTML interface, view, verification, edit and print functionality. It reduces risk by setting up multiple permission levels for discount rate and commission rate adjustments. It improves decision making through the ability to view a user portfolio through a single application. The solution reduces duplication in making plan changes and cuts administrative burden by offering the ability to update assignments and verify user eligibility within a particular area. Support costs are reduced through the ability to simultaneously review a case online with a user.