IQX Configuration Modules
Configure Every IQX Component
All IQX components come with corresponding Configuration Modules that enable business users to customize the system to your unique requirements.
Make the IQX Sales & Underwriting Workbench your own
Channel Manager
Manage and configure IQX user roles and permissions with the Channel Manager. Set-up user profiles for agents, brokers, underwriters, sales offices and agencies for optimized cross-platform functionality and security.
Once roles are assigned, permissions are established. Business Rule Authorization levels are created and constraints and limitations are set for adjustment groupings.
Business Rules Manager
Good Business Rule Management is integral to the success of insurance organizations. These often complex and inter-related rule sets form the foundation of new business and underwriting processes, and rely on consistent management in accordance with authority levels.
The Business Rules Manager makes it easy for you to implement business rules internally. Rules can be changed and updated in real-time with a full history of revisions available. User authorities are matched seamlessly to the rule authority levels required for approvals. Decision table format provides an additional option for rule creation.
Business rules are then generated by the IQX Rules Engine across workbench components, automating day-to-day decisions and processes enabling speed, consistency and compliance without sacrificing underwriting integrity.
Formula Manager
Formulae change over time and the IQX Formula Manager enables you to add new and modify rate formulae. The user interface supports the import of new formulae using IQX Import/Export where changes are reflected real-time or controlled by an effective date.
Document Creation Manager
The Document Creation Manager supports the images, XMLs and attachments needed to generate policy centric documents. Parallel processing power allows for the expedited generation of documents from hundreds of flexible templates for policies, certificates of coverage, booklets and more.
High configurability enables resource management of data fields and drop downs within the Policy Document Creator component for a customized business experience.
Rate Manager
Maintain and configure rates as needed with the IQX Rate Manager. Underwriters, Product Managers and Actuaries make rate changes instantly and automate the introduction of monthly or quarterly updates generated by the IQX Rating Engine.
Role-based features enhance security and the easy-to-use interface uploads rate and factor tables. Apply multiple rate changes and specify effective dates. As effective dates arise, vested parties automatically receive the updated rate, avoiding discrepancies due to rate changes after the quote issue.
Proposal Manager
IQX Proposal Manager is a business configuration tool that allows you to author templates used to generate all proposals. This easy-to-use word processor provides font and formatting features along with image storage. The IQX Content Engine drives the creation of proposals and documents across components.
This configuration module reduces the need for manual editing and proposal creation by providing you with the ability to create new templates, control versions, as well as search and find from one central location.
Discover the IQX Platform
IQX Workbench
The powerful sales and underwriting system that leading group and voluntary benefits providers rely on every day.
IQX Intelligence Suite
Extend the capabilities of IQX components with artificial intelligence, predictive analytics, and machine learning.
IQX Component Suite
Optional components to further transform your employee benefits business.
IQX Productivity Suite
Empower external users with productivity tools tied to your underwriting workbench.
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