QuoteIQ simplifies online sales and enrollment with a flexible, modular platform. Whether embedded on your website or integrated into agent workflows, QuoteIQ supports both direct-to-consumer and assisted sales models—complete with real-time quoting, payment processing, and fulfillment.
Combine real-time quoting, binding, and fulfillment in one intuitive platform.
Sell individual policies or a bundled inventory including ancillary benefits, value-add services, and packaged offerings.
Enable agent-assisted sales or direct-to-consumer enrollment with a user-friendly interface.
Support group enrollments, multi-carrier offerings, and end-to-end lifecycle management.
Whether you’re looking to offer a single core product or manage a multi-carrier portfolio, QuoteIQ is built to scale with your business. Our rules-based system allows for guaranteed issue, simplified issue, and fully underwritten products, giving you the freedom to tailor QuoteIQ to your unique sales strategy. Plus, with built-in agent marketing tools, automated workflows, and real-time integrations, QuoteIQ ensures a seamless experience from marketing to reporting.
