Free To IQ Customers

Advanced Marketing Tools:

• Customer Relationship Management
• Company-wide and Agent Events Management
• Prospect and Lead Management
• Targeted Group E-mail Manager and Mail Merge
• Client Management
• Interactive Calendar and Appointments Management
• Company Reporting

Group E-mail Manager:
Deliver personalized E-mail messages to your company or agents with the IQ Plus Group E-mail Manager. Target unique blasts using any criteria including city, state, zip, or policy type. Use text or HTML format. Easily import your existing Outlook contacts.

Complete Turn Key System:
Supports unlimited numbers of internal employees and outside agents on a hosted system that is operational in just minutes! No technology to buy or to maintain. All technical support and database back-ups are included.

Ultra Easy to Use:
Organize, monitor, and manage your complete company hierarchy - from management to brokers, employees and agents. Multiple views of all agent, event and policy data with simple, intuitive interfaces. Learn the entire system in under an hour!

Secure and Reliable:
View and appropriately share all leads, opportunities, contacts, accounts, relationships, policies, and products with complete security. Separate administrative and user access levels.