Home
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
Contact
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Homeowner/Condo/Renters Quick Reference Guide
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