IntelliQuote - Rating, Quoting and Underwriting
IntelliQuote is a rating, quoting, and underwriting system with an optional, fully integrated RCT from Marshall and Swift/Boeckh
Rival’s IntelliQuote module can operate and is available as a standalone product or integrated as part of the complete solution.
The IntelliQuote module includes:
Customer Relationship Management
Providing Client Folder details and management, easy attachment of all file types to client files (MS Word, MS Excel, PDF, JPG, etc.), fully integrated word processing, fully integrated email, Abeyances and Activities, scanning capabilities, Claims reporting and management, and List Folder/Group Folder capabilities
Home Evaluation Tools
Including MSB RCT and additional options available through WebConnect
Rating and Underwriting
With Hab, Personal/ Commercial Auto, and Agro rating and underwriting; Flash Quote capabilities; a Remarket view for rate and detail comparison for selected Companies; and support of over 1800 Company/Region/Line rate manuals
R-Connect Integration
Enables the broker to upload new business and policy change transactions to the carrier and receive back a real-time transaction issuance.
- Provides data translation between broker and carrier
- Upload data and underwriter validation rules
- Capability for real-time issued policy transactions
- Capability for real-time generated electronic documents (e.g., dec page)
E-Doc Download Capabilities
Increasing Broker’s workflow efficiency
WebConnect Single-Click Sign On
Providing access to a wide range of Insurance Company and Service Bureau websites, including Intact Savers, Aviva Gateway, Royal’s Bravo, Wawanesa, CGI (Autoplus, HITS, MVR lookup), IFS Premium financing, Independent Home Evaluator, Economical, and real-time billing inquiry for Wawanesa, Intact, SGI, Coachman, and ICPEI
CSIO Download and Upload
Available with any Company providing the service
