Broker Portal
IQX Productivity Suite
End-to-end employee benefits sales cycle automation from lead generation to proposals.
Streamline Your Benefits Business with the IQX Broker Quoting Portal
Empower Your Employee Benefits Sales Team
Maximize Broker and Agent Productivity
This dynamic rules-based Broker Portal can automate quoting, proposal generation and the enrollment process to maximize service, entitling agents with appropriate permissions for end-to-end sales cycle automation from lead generation to proposals.
Customized views, branding and template plan designs allow agents and brokers to quote
quickly and easily.
Automate Quoting and Proposal Generation
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.
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 supports and is in production with all North American employee and voluntary products from small group to very large national account sizes:
Life
Accidental D&D
Health
Medical
Dental
Disability
Critical illness
Vision care
Worksite
Voluntary, Optional & Individual
True group & experience rating
Administrative Services Only (ASO)
Request a Demo
Take the first step in streamlining your employee benefits business.
