Sales & Underwriting Workbench
Base System
See why Fortune 500 insurers trust the IQX Sales & Underwriting Workbench for quoting and rating employee benefits.
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.
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:
Quote and experience rate all products and group sizes with the fastest rating engine on the market.
Generate dynamic proposals in seconds with the IQX Content Engine.
Reduce renewal touchpoints and turnaround time. Seamlessly recalculate rates using new experience data.
Automatic mapping of census data from Excel and .cvs files. Minimize guesswork to generate accurate rates.
Automatically queue up quotes for processing based on multilevel user roles in a sleek, secure interface.
Dashboards present quote status, workflow progression, and sales-close ratios for quick viewing.
Seamlessly exchange data between IQX components and external applications.
Granular configuration by business users is available for every IQX component.
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