Broker and Employee Self Service Portals

Global IQX’s quoting and rating engines takes you through the new business quoting process with consistency, speed and a full-picture view that will allow you to write more business in less time.

Customized views, branding and template plan designs allow agents and brokers to quote quickly and easily. Insurance companies can track, review, and modify quotes from their channels and view analytics for reporting on channel activity, pushing back data to a CRM tool if used. The results are efficiency, decreased costs, improved service and increased revenues.

Insurance companies can track, review, and modify quotes from their channels and receive view analytics for reporting on channel activity and push data back to their CRM tool if used. The results include decreased costs, improved service and increased revenues, all in real-time.

The Employee Self-service Portal allows individuals to select top-up or worksite voluntary plan coverage. API can also show various health, risk and wearable scores to offer rating factors. 

IQX Platform screenshot showing the broker portal dashboard