TowerIQ

TowerIQ is a platform offered by the vendor, TowerIQ, that aims to streamline operations and enhance the client experience for insurance brokers and agents. It is designed to cater to businesses of all sizes, from small agencies to large enterprises. The platform is utilized by professionals in various industries, including insurance brokers, agents, risk managers, underwriters, and insurance carriers.

Key Features

Advanced Worksheets: According to the vendor, TowerIQ offers advanced worksheets that allow clients to easily upload and manipulate their information, facilitating efficient data transfer and organization.

Workflows & Conditional Logic: TowerIQ provides customizable workflows tailored to the specific needs of insurance brokers and agents. Users can implement conditional logic to further customize processes based on client requirements, as claimed by the vendor.

Document Management: TowerIQ offers a centralized document management system where all client documents can be securely uploaded, stored, and accessed, eliminating the need for multiple storage locations, according to the vendor.

Carrier Management: The vendor claims that TowerIQ enables efficient management of carrier relationships, allowing users to define underwriters for specific lines of business and industries, streamlining the process of assigning carriers to clients.

Digitally collaborate with your insureds today!: TowerIQ offers a digital collaboration platform that the vendor says facilitates seamless communication and collaboration between insurance brokers and clients, ensuring efficient exchange of information and documents.

Custom Forms: TowerIQ allows users to create custom intake forms and questionnaires tailored to their specialized industries, collecting only the necessary information for their operations and lead generation, as claimed by the vendor.

Proposal Builder: According to the vendor, TowerIQ provides a proposal builder tool that enables users to create professional and customized proposals for clients, streamlining the proposal creation process.

e-Signatures: TowerIQ offers integrated e-signature functionality, allowing clients to electronically sign documents and agreements, enhancing efficiency and improving the client experience, as claimed by the vendor.

Client Portals: TowerIQ provides client portals where clients can securely access their insurance-related information, documents, and communication history, improving transparency and engagement, according to the vendor.

API Suite: According to the vendor, TowerIQ offers an API suite for seamless integration with other systems and applications, enabling data synchronization and enhancing workflow efficiency.