Insurance Workflow Product Guides

Workflow guide

Inbox IQ

Organize an incoming insurance request from its source email through review and the approved next action.

What to prepare

Workflow steps

Review checklist and exceptions

Read the Guide ->

Workflow guide

Policy IQ

Check an issued policy against selected source documents or compare policy versions, then verify and record the findings.

What to prepare

Workflow steps

Review checklist and exceptions

Read the Guide ->

Workflow guide

Forms IQ

Prepare a supported ACORD form from approved source information and complete the review required before handoff.

What to prepare

Workflow steps

Review checklist and exceptions

Read the Guide ->

Workflow guide

Quotes IQ

Prepare submission information and organize returned quotes into a source-based comparison for professional review.

What to prepare

Workflow steps

Review checklist and exceptions

Read the Guide ->

Workflow guide

Cert IQ

Prepare supported certificate details from approved policy information and complete the required verification before authorized release.

What to prepare

Workflow steps

Review checklist and exceptions

Read the Guide ->

Workflow guide

Ask AIVA

Use approved documents to explore a question, prepare a summary or draft, and verify the response before use.

What to prepare

Workflow steps

Review checklist and exceptions

Read the Guide ->

Use these guides to prepare your workflow discussion. Supported documents, connections, and actions are confirmed for your implementation.

A Clear Starting Point
‍for Every Workflow.

Bring Your Workflow.
‍We’ll Help Define the Next Step.

A Clear Starting Point‍for Every Workflow.

Bring Your Workflow.‍We’ll Help Define the Next Step.

A Clear Starting Point
‍for Every Workflow.

Bring Your Workflow.
‍We’ll Help Define the Next Step.