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

Why Brokers Thrive with TBW

All-In-One Solution

Everything a broker needs to thrive including integrated quoting and underwriting.

Cloud Hosted

Access your software in a secure, stable and flexible cloud environment. Automatic updates ensure you get the latest features and most accurate quoting.

Rival Platform

Powered by the cutting-edge technology of the Rival Platform.

Gain a Competitive Advantage with Rival

Together we're transforming insurance with a new generation of technology.