The Broker’s Workstation features the exclusive IntelliQuote rating engine. Enter the client’s personal details and home evaluation criteria, if applicable, answer the company rating questions and IntelliQuote will quickly and accurately provide multi company rating for new prospects and/or client renewals with your contracted insurers. Enter the information once and only once. It is then stored in The Broker’s Workstation and becomes the information base for your prospect to become a client.

• The IntelliQuote rating engine edits, verifies and validates underwriting data and directly from insurance company rate manuals.
• Data is entered once, then stored on the client folder for future rating and quoting of renewals and endorsements with just the click of a button.
• Provides Multi company rating on new business and renewals on Home, Tenant, Condo, F & EC, Mobile Home, Seasonal, Agro, Auto and rateable commercial.
• Auto and Habitational CSIO applications
  
  
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• Standardized Farm applications
• PDF persistence to lock in quotes and underwriting detail
• “Set Defaults” feature to pre-set the underwriting criteria to reflect the most common parameters unique to your operation
• VIN validation
• Full endorsement rating and processing. Enter endorsement changes on your client’s policy and quickly obtain the pro-rata premium while The Broker’s Workstation completes the change
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