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Getting Started
Install IBQ
Manage your Producer Profile
Manage your Supervisor Profile
Contact Support
Changing Screen Appearance
Add Alternate User Logins
Quote Basics
Create a Customer
Search for a Customer
Start a Quote
Manually add a Policy
Prefill for Auto Quotes
Rate with Alternate Agency Code / Login
Estimator for home quotes
Select Carrier Specific Products
Select Companies to Rate
Swap the Applicant & Co-Applicant
Export a Quote
Copy a quote
Action Button
Supervisor Functions
Edit Producer Profiles
Agency Quote Defaults
Update Billing Information
Webrate Maintenance
Upload your Logo
Add / Delete Carrier Specific Products
Add Agency State License Number
Global Option
Agency Fees
Reassign Producers on Quotes
Agency Reports
Set Carriers as Preferred or Non Standard
Disable / Re-enable Users
Personal Lines
Package / Matrix
Add an SR-22
Add a Non Rated Driver
Broadform / Named NonOwned
Create a new auto quote
Commercial Lines
Commercial Walk Through
Commercial Rates / Bridge
Add Commercial Underwriters
Commercial Appetite Guide
Commercial Classificode Lookup
Carrier Blocked Accounts
Marketing Center
Overview
Incident / Loss Date
Prior Carrier
Sold Quotes
Driver’s Age
Export Customer List
Access IBQ From the Web
Set Web Password
IBQ Link
Calendar / Activity
Overview
Create an Activity
Note
Follow-Up
Email
Export from Agency Management Systems
Applied – Personal Lines
Applied Epic – Commercial Lines
Agency Systems / Newton
Hawksoft
AMS 360
AMS Sagitta
AMS AFW
Hawksoft Online (Hawksoft RDP)
Import to Agency Management Systems
Hawksoft – Online
Hawksoft – Local
AMS360
Agency Systems / Newton
Company Specifics
Allied – Bridge a Package Quote
Grange – Login Credentials
Progressive – Two Rates in IBQ
Safeco – Customer ID Tying Quotes Together
Pemco
Difference between Washington and Oregon Home
Handling Duplicate Clients
Import IBQ Home Quotes to Pemco Sales
Homeowner/Condo/Renters Quick Reference Guide
Company Errors
How to clear the carrier’s quote ID
Adobe – Unable to print
Adobe – Page is cut off when printing
State cannot be rated error when bridging from Hawksoft
Pemco Unverifiable Address
IBQ Icon is on the desktop, but IBQ is not visible
Blog
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June 6, 2018
New Feature Added – Color Customization for Webrate
May 14, 2018
Article – 5 Tech Predictions
January 29, 2018
New Feature Added – Now Add Comments to an Activity
January 15, 2018
Article – InsurTech for the Independent Agent
January 15, 2018
New Features Added – Save Rates Page as an Activity
August 15, 2017
New Feature Added – Assign Follow-Up
July 24, 2017
Commercial Comparative Rater Available for Idaho and Montana
July 17, 2017
New Features Added – Activity, Attachments, Notes and Follow-Up
June 9, 2017
New Features Added – Outlook, Policy Level Fees, and SR-22
June 9, 2017
Making Comparative Commercial Rating A Reality : The Carriers
April 17, 2017
Making Comparative Commercial Rating A Reality – The Agency
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