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Global IQX Integrates Group Insurers’ Quoting, CRM Systems

Staff Writer | September 16, 2015

Global IQX unveiled an application that streamlines employee benefits insurers’ business processes by integrating sales management and underwriting functions. Insurance companies that use Global IQX’s Salesforce sales-management software can now access the Global IQX Sales and Underwriting Workbench.

“As insurers and brokers continue to rely on CRM systems to manage their business, integration with their quoting capabilities is a logical next step,” says Tom Scales, research director for Celent. “Global IQX’s out-of-the-box integration with Salesforce meets the industry’s demand to further streamline the business process.”

Prospect, distribution-channel, and client data can now be shared between Salesforce and all Global IQX components. Sales managers, underwriters and other new-business participants can thus create, manage and report all new opportunities in a streamlined way. Fields can be configured and information passed seamlessly between Salesforce and the Sales and Underwriting Workbench.

“Our clients have asked for innovative ways to streamline the new-business process. They’re already collecting much of the same data in Salesforce they use in quoting, rating proposals and renewals,” says Mike Maguire, Global IQX vice president, systems delivery. “Now data can be entered just once, and it can be passed back and forth easily.”

Thanks to the new application, Salesforce’s portal functionality now includes new-business, rating, renewal, reporting, and analytics capabilities.

Global IQX has provided configurable out-of-box solutions for group and ancillary benefits insurance carriers for 15 years. Its rating engine is unique because of its advanced capabilities. Global IQX software produces complex quotes—for multiple products, benefit definitions, rating, classes, divisions and experience—In less than a minute with census data.  


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