Workflow
IQX Workbench Component
Frictionless touchpoints for every member of an employee benefits carrier’s sales, underwriting, and actuarial teams.
Streamline New Business & Underwriting Processes with IQX Workflow
Streamlined Task Assignment and Notification
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.
Established User Roles and Hierarchy
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.
More IQX Components
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.
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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