Workflow
IQX Workbench Component
Frictionless touchpoints for every member of an employee benefits carrier’s sales, underwriting, and actuarial teams.
Employee benefits quotes pass through several people and departments (sometimes more than once) before the policy is sold. Streamlining these processes in a user-friendly way is a top priority for group & voluntary benefits carriers.
With IQX Workbench’s workflow functionality, users login to “My Quotes,” a dashboard where the quotes you create and the quotes assigned to you are queued. Intelligent menu options pre-populate data for instant access based on user roles for quotes, rates, enrollment, renewals and documents. Task designation and email notifications streamline the decision making process for optimized efficiency.
IQX Workflow is supported by a multilevel, role-based application that allows a hierarchy of users 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 with view, verification, edit and print functionality.
The powerful sales and underwriting system that leading group and voluntary benefits providers rely on every day.
Extend the capabilities of IQX components with artificial intelligence, predictive analytics, and machine learning.
Optional components to further transform your employee benefits business.
Empower external users with productivity tools tied to your underwriting workbench.
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