Sales & Underwriting Workbench
Base System
See why Fortune 500 insurers trust the IQX Sales & Underwriting Workbench for quoting and rating employee benefits.
Discover IQX Workbench
Quote, Rate, Renew
The power to rate any product, for any group size
The IQX automated Sales and Underwriting Workbench provides components for Straight-Through Processing (STP), and configurability empowers you to create a persona-based experience for agents, underwriters and clients.
The IQX Sales & Underwriting Workbench (IQX Workbench) is trusted by over two dozen leading North American carriers every day to drive their employee benefits business. It leverages powerful rule, content and rating engines to enable dynamic proposal creation, reduce quote turnaround time, and reduce costs.
The Client Experience
We have seen our client carriers transform their sales & underwriting lifecycle with IQX solutions, helping them write more business in less time.
Here are some of the benefits your organization can experience using IQX Workbench:
- At a medium-sized Canadian insurer, producing a typical quote for 300 lives with a menu of voluntary benefits used to take four hours. Now the same job takes just 20 minutes. That is a 92% decrease.
- A large U.S. insurer cut quote processing times by 70% to 80%.
Sales & Underwriting Workbench Core Features
Quoting & Rating
Quote and experience rate all products and group sizes with the fastest rating engine on the market.
Proposal
Generate dynamic proposals in seconds with the IQX Content Engine.
Renewal
Reduce renewal touchpoints and turnaround time. Seamlessly recalculate rates using new experience data.
Smart Census Link
Automatic mapping of census data from Excel and .cvs files. Minimize guesswork to generate accurate rates.
Workflow
Automatically queue up quotes for processing based on multilevel user roles in a sleek, secure interface.
Analytics
Dashboards present quote status, workflow progression, and sales-close ratios for quick viewing.
Import/Export
Seamlessly exchange data between IQX components and external applications.
Configuration Modules
Granular configuration by business users is available for every IQX component.
Products Supported
Global IQX prend en charge et est en production avec tous les produits destinés aux employés et aux bénévoles d'Amérique du Nord, des petits groupes aux très grands comptes nationaux:
Assurance vie
Décès et mutilation accidentels (D et MA)
Assurance maladie
Médicale
Assurance soins dentaires
Assurance d’invalidité
Assurance maladies graves
Soins de la vue
Chantier
Produits volontaires, optionnels et individuels
Évaluation du vrai groupe et de l'expérience
Services administratifs seulement (SAS)
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