Solutions for
Agencies and Brokers

End-to-end policy validation and quoting

Challenge

The day-to-day challenge is a constant struggle of manually reviewing quotes, schedules, and loss runs; re-keying information from PDFs or Word into Excel; and reconciling data from multiple spreadsheets. Oftentimes much of this work is sent offshore to operations workers where manual creation of new fields on ACORD XML forms is costly and inefficient.

Put your customers at the center of the conversation

Simplifying the end-to-end policy application process needs to happen from the front lines of the business - by empowering a new age of innovation brokers, those who are closest to their customers needs and consistently put them at the center of the conversation. 

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Solutions

Illustration of a towerIQ prefill screen

 

 

 

 

Reduce E&O risk 

Pre-fill applications with customer data to reduce errors and omissions while saving time leveraging data from legacy systems, cloud CRM tools,  and third-party data marts. 

Illustration of create submission screens in towerIQ

 

 

Consolidate and compile your data for straight-through processing of your application

Easily export client data to thousands of different carrier supplementals, ACORD forms, and legacy systems. Generate document output in policies, quotes, submissions, applications, binders, and endorsements to complete time-consuming workflows quickly and easily.

 

 

Illustration of create submission screens in towerIQ
Illustration of towerIQ screens to send submissions and attach files

 

 

Accelerate quotes and renewals

Automate and accelerate the process of comparing and delivering quotes and updating online schedules from unstructured data in Excel, PDFs, Word, and more. 

Illustrations showing timelines and completion progress

 

 

Optimize client onboarding and end-to-end communications

Automate the end-to-end quoting, proposal, binding, and payment processes. Capture and transmit communications that are accessible anywhere using a visual, no code environment.

 

Illustrations showing timelines and completion progress
Illustration of an email from towerIQ recommending new lines of business

 

 

 

Cross-sell effectively using data to inform marketing campaigns

Email your customers to show trends in what lines of business their competitors are buying.

Illustration of the towerIQ Client Dashboard

 

 

Modernize your clients' buying and on-boarding experience

Help independent agents provide better services to their clients with greater transparency in the buying process using automated quoting, proposal, binding, and payment processes with a consumer-like “checkout” experience.

Illustration of the towerIQ Client Dashboard

Features

Pre-fill Application and Renewal Data

Populate applications with customer information based on the data in your systems or third party data vendors like Experian, CoreLogic, etc. to reduce errors and omissions.

Import Schedules

Import schedules and workbook tracking directly from Excel to transform them instantly into interactive online workbooks.

Interactive Forms

Build your own interactive forms and workflows that mirror your custom processes to create forms, collect data, initiate a new or refine an existing process. 

Electronic Signatures

Embed electronic signatures directly into form workflows to eliminate paper based signing delays.

 

 

Role-Based Dashboards

Create role-based reports and dashboards to manage all roles, locations, and lines of business within a single environment to reduce time and cost spent operating multiple disparate systems.

Integrate with Any System

Integrate and connect with your AMS system and policy admin system to push data, connect with carriers, instantly submit applications, and receive quotes.

Client Activity Alerts and Audit

Keep track of client activities with timestamps from team members, get proactive alerts you when clients sign in, submit forms, and more. All activities are tracked in audit logs to improve compliance.

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