Support | Training Materials - IBQ Matrix

A new, soon-to-be-released feature (IBQ-Matrix) will revolutionize how you quote customers.

With no extra steps involved, the IBQ-Rater will gather BOTH monoline and package quotes from your companies. These rates will appear in an easy-to-read "matrix" allowing you to quickly and easily find the best deal for your customers. So when you're asked, "What if I insured my home with your agency?" You'll have the answer right at your fingertips.

Here's how it works in two easy steps:
  1. Gather all of the customer data in either the auto or home IBQ-Rater.
  2. Hit the Rate button.
Essentially there's no change in how you currently use the IBQ-Rater

Click here to view a short video demonstrating IBQ-Matrix (Time 2:09).

The Power of IBQ-Matrix: Once you have obtained the rates for your auto and home quotes, IBQ-Matrix will display the most competitive "packages". But here's the revolutionary part - not only does IBQ-Matrix display the traditional package rates using the same companies for auto and home, it also displays the "best case scenario's" using the monoline rates for mixed companies. This allows your agency to give a complete rating analysis. Instead of being locked into selling company specific packages, you now can sell AGENCY specific packages.