IBQ Rater

Premium

Overview

Seamlessly connects quoting data from Feathery forms to IBQ for automated comparative rating.

What you need

Background

IBQ Systems, or Insurance Business Quoting (IBQ) Rater, is a web-based comparative rater software designed for insurance agents. It's used to provide quick and accurate quotes from multiple insurance carriers, streamlining the process of selling and managing insurance policies. IBQ Rater supports a variety of insurance lines including auto, home, and commercial insurance.

Features

  1. Comparative Quoting: IBQ Rater allows agents to input customer data once and receive quotes from multiple carriers in real-time, making it easier to compare and choose the best options for clients.
  2. Integration Capabilities: The software can integrate with other systems and platforms, such as agency management systems, enhancing workflow efficiency by synchronizing data and reducing duplicate data entry.
  3. Multi-Line Quoting: It supports various types of insurance products, enabling agents to handle diverse client needs from one platform.
  4. Customization: The system offers customization options to fit the specific needs and preferences of different insurance agencies.
  5. Ease of Use: Designed with a user-friendly interface, IBQ Rater simplifies the process of obtaining quotes and managing client information.

Benefits

  1. Efficiency Improvement: By automating the quoting process, IBQ Rater significantly reduces the time it takes to generate insurance quotes, allowing agents to serve more clients more effectively.
  2. Enhanced Accuracy: The software helps minimize human errors in data entry and quote generation, ensuring more accurate pricing and information is provided to clients.
  3. Better Customer Service: Quick access to multiple quotes and the ability to rapidly respond to client inquiries lead to improved customer service and satisfaction.
  4. Competitive Edge: Having access to a wide range of quotes and being able to offer the best possible rates helps agencies remain competitive in the insurance market.
  5. Scalability: As a cloud-based solution, IBQ Rater can easily scale to accommodate growth in an agency’s business volume without the need for significant additional investment.

IBQ Rater is favored by insurance agencies looking for a reliable and efficient tool to enhance their quoting processes, ensuring that they can provide timely and competitive service to their clients.

How to set up

Navigate to the Feathery form that you want to connect to IBQ Rater. Click on the Integrations tab.

Open the IBQ Rater integration and authenticate your IBQ Rater account.

Choose what Feathery fields to map to IBQ Rater quoting properties for creating new records.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector

system.

This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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