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IQX Proposal assembles proposal documents and reports for the user by extracting predefined data from the carrier. IQX Proposal ensures that user quotes are compliant with the product and jurisdictional requirements for proposals and forms. The solution integrates with back-office systems, eliminates duplicate entry and errors, supports the assembly of multiple proposals and proposals with multiple classes and reduces the sales cycle -- improving customer satisfaction though rapid automated document creation.

IQX Proposal Manager

IQX Proposal Manager provides business users with the tools required to make immediate adjustments to the group proposals. Features and benefits include:

• Changes can be reflected real-time or have scheduled effective dates
• Role-based feature with security checks and measures
• Easy to use interface