TOWERIQ

Increase productivity and improve collaboration with a single source of truth for exposure data.

MAKE COMPLEXITY MANAGEABLE

With increasing complexity and digitization, your insurance risk management process can quickly overwhelm an agency management system. Tracking data in multiple sources results in wasted time for account managers, sub-optimal customer experience, and lost insights.

TowerIQ fits seamlessly in with your current AMS to structure your exposure data and workflow. Reduce E&O risk, gain never-before-seen insights into your data, and let account managers focus on what matters most – your clients.

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The benefits of workflow consolidation

UP TO 30% TIME SAVINGS FOR ACCOUNT MANAGERS
UP TO 30% TIME SAVINGS FOR ACCOUNT MANAGERS
REDUCE E&O RISK WITH A CLEAR AUDIT TRAIL AND CONTROLLED ACCESS TO APPLICATIONS AND SCHEDULES
REDUCE E&O RISK WITH A CLEAR AUDIT TRAIL AND CONTROLLED ACCESS TO APPLICATIONS AND SCHEDULES
A SINGLE SOURCE OF TRUTH FOR COMPLEX CLIENT DATA
A SINGLE SOURCE OF TRUTH FOR COMPLEX CLIENT DATA

Streamline and Structure

A renewal workflow in TowerIQ is done in one space with a structure you can define, so your agents don’t have to jump between systems and processes with non-data-friendly tools.

  • Simplify your workflow with a standardized system
  • Reduce risk with automated processing solutions like activity tracking, version control, and email integration
  • Keep data secure and work on target with protected schedule and form interactions

The result: Reduce the time and effort needed to gather risk data from insureds by up to 30%.

Actionable Insights

With the renewal workflow structured and operating in a single workspace, you will quickly gain visibility into your client and carrier relationships, from coverage information review to submission volume.

  • Gain insights with data analytics by accessing data previously locked into emails, PDFs, and spreadsheets
  • Construct a birds’-eye view of your internal renewal and submission process to track workflow effectiveness
  • Leverage 200+ insurance APIs for platform data points across the workflow, plus ReSource Pro expertise to connect with agency systems

The result: Access workflow and risk data in totally new ways, with scalable and flexible architecture.

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PLATFORM FEATURES

FORM LIBRARY & CUSTOM FORMS
FORM LIBRARY & CUSTOM FORMS

Find all the ACORD forms and supplemental applications you need for new business and renewal, or develop your own custom forms for intake or data storage.

ADVANCED WORKSHEETS
ADVANCED WORKSHEETS

Manage large schedules with ease thanks to templates as well as complete version control and audit history for all stakeholders managing and updating data.

CLIENT PORTALS
CLIENT PORTALS

Give your clients access to their policy information and allow them to update documents on their own schedule, simultaneously increasing data accuracy and decreasing time lost in back and forth.

EMAIL INTEGRATION
EMAIL INTEGRATION

Connect to all major email providers including Outlook and Gmail, enabling email communications to automatically associate with activities as they happen.

SUBMISSION ENABLEMENT
SUBMISSION ENABLEMENT

Instantly compile the right versions of forms, schedules, and e-signatures needed to send a submission packet with confidence.

WORKFLOW AUTOMATION AND ACTIVITY TRACKING
WORKFLOW AUTOMATION AND ACTIVITY TRACKING

Record system activity automatically when events happen, eliminating manual activity tracking.

E-SIGNATURES
E-SIGNATURES

Built-in signing capabilities on our library of carrier supplementals allow work to continue seamlessly from insured to underwriter and back.