Broker Portal
IQX Productivity Suite
End-to-end employee benefits sales cycle automation from lead generation to proposals.
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.
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.
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.
Take the first step in streamlining your employee benefits business.