Integrate your Global IQX Employee Benefits Software with Salesforce CRM to streamline your insurance organizations even further. The Global IQX Salesforce Integration application makes rating, quoting, proposal and document generation of any group insurance or worksite voluntary product of any size group even easier with its push-pull technology. Existing data from Salesforce becomes retrievable by IQX users and new data obtained during the quoting process is pushed back to the CRM.
If your insurance organization is using Salesforce, the Global IQX integration will save underwriters valuable time re-entering data already available in your CRM. Our customized Salesforce integration instantly populates new quotes with key information fields, which results in a faster, more efficient sales and underwriting process as well as improved customer relationships.