A great starting point for brokers and agents to digitize their client applications
Make applications a thing of the past with fully customizable, complex workflows for larger organizations
Fixed Annual Subscription
|Online Forms and Policy Management|
Leverage business logic to hide conditional questions so clients (or agents) only need to answer a question once.
|1:1 Application to PDF Mapping
Map field level data points to PDF forms policy applications.
Self-Service library of agency forms, ACORD, and carrier supplementals.
|Pre-fill Forms Data
Pre-fill data on ACORD forms, Supplementals, and renewal applications with data from the prior year.
Import .CSV and .XLS documents and allow clients to make instant, online updates to their schedule workbooks
|Write to PDF
Export your mapped data directly to fillable PDF Forms
|Centralized Document Repository
Upload and manage client documents in one central location.
Built-in eSignatures capability to complete the end to end binding experience with one click.
The master application capability offers completely digitized client data schema which moves beyond simple 1:1 Form mapping to 1: Many form mapping.
|Custom Agency Branding
Brand your client portal with your own logo and color scheme.
|Customization, Integration, and Automation|
|In-App Chat and Notifications
Collaborate and communicate with team members and clients directly within the app.
Connect to any system (AMS systems, policy admin systems, marketing/sales tools) using our public API
|Security, Compliance, and Permissions|
Quickly view new changes in schedule data or renewals year over year.
|Track Employee and Client Activities
Intelligent activity tracking lets you know when clients sign in, fill out and sign forms, or submit data.
All actions in the platform from team members to clients, get a fine grained view of who filled out and submitted forms.
|Role Based Access
Assign fine grained access permissions to ensure clients and employees view only what is required for their role.
|Field Level Controls
Highlight exposure fields, show prior year values, and ensure clients update values before submitting.
Administration tools make it easy to add/remove employees and assign them to clients.
|Support and Services|
|Case Based Support
Chat and email based support during normal business hours.
|Client Success Manager
Dedicated Client Success Manager to help with onboarding and best practices.
|Custom Application Development
Custom development to enable straight through processing of your master applications
|Custom Connections to 3rd Party Systems
Custom integrations to your unique ecosytem of cloud tools and on premise systems.
No, towerIQ is a permanently free product to use. There is no credit card required to sign up. You will have complete and unlimited access to capabilities in the free product highlighted above on our pricing page.
To get started, simply click the link above and enter a few pieces of information. You will be notified by email once the free edition is available.
You are only limited by the free product capabilities highlighted above. No pay walls, no restricted access.
The free product is designed for individual agents/brokers to digitize the application process for their clients. You will be able to browse our applications library for all the insurance applications, then fill in, share, and download these applications. Additionally, you will be able to communicate directly with clients, store account information, upload policy documents, schedules, and any other required insurance information.
You can reach our support team by emailing them at email@example.com. You also have full access to our knowledge base, which is full of articles and videos to help you take full advantage of towerIQ!
You don't need to enter your credit card, however, by signing up for towerIQ you agree to our terms and conditions. You are not required to sign any long term contract to use our free product.
As we've highlighted in the FAQ, there are many standalone use cases that do not require any upgrade whatsoever. However, larger brokerages with complex custom workflows, custom products and programs, and other needs such as advanced connectivity and data cleansing may benefit greatly from upgrading to one of our custom enterprise platform plans. To learn more about these projects please contact us at firstname.lastname@example.org!
Yes, your data is securely hosted and stored on Amazon Web Services platform and is backed up regularly.