New Global IQX Group Insurance Offering Integrates Quoting and CRM

The new application streams the employee benefits new business process by including new business, rating, renewal, reporting and analytics capabilities within IQX’s Salesforce portal functionality.

Global IQX (Ottawa), a provider of employee benefits automation software, has debuted an application that integrates the vendor’s Salesforce.com-based sales-management software with the Global IQX Sales and Underwriting Workbench. The vendor reports that its Salesforce’s portal functionality now includes new-business, rating, renewal, reporting, and analytics capabilities.

Tom Scales, Research Director, Celent.

Tom Scales, Research Director, Celent.

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

As a result of the integration prospect, distribution-channel and client data can now be shared between Salesforce and all Global IQX components, according to an IQX statement. The vendor says that 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, the statement adds.

Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at [email protected] or (503) 936-2803.

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