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IntelliQuote (IQ)

TBW's IntelliQuote (IQ) is a rating and underwriting system that is available as a stand-alone product or can be integrated as part of the complete solution. The IntelliQuote module includes

  • A Customer Relationship Management tool to manage client folder details and attachment of all file types to client files

  • A fully integrated rating and underwriting tool with Flash Quote capabilities and over 1,600 company / region / line rate manuals supported

  • Home Evaluation tools, including a fully Integrated MSB RCT

  • Company integration and communication tools (called I-Biz) that electronically exchange application risk data between the broker and the carrier insurance company, allowing 100-percent client data retention while enabling the automated policy change request

  • Web connectivity (called WebConnect) that provides the user with seamless access to a wide range of insurance company and service bureau websites (such as Intact Savers integration, Royal’s Bravo, Wawanesa Brokers site, CGI’s Autoplus, HITS, and MVR)

  • CSIO download and upload with any company that provides the service

To learn more about how IntelliQuote can make your business more efficient, request more information.