IBQ’s Marketing Center allows a combination of search criteria to find customer quotes and assist in marketing lists, mailing lists, and the ability to requote customers. To access the Marketing Center, you will click on Marketing on the left hand Menu bar.
Once in the Marketing Center, you can create as broad or specific searches as you would like. For example, you can see all Quotes in a certain zip code, for a broad report. Or you can see all Auto quotes, in a zip code, with a prior carrier of Safeco, where a Home incident is falling off a record in the month of May.
These include Quotes, Line of Business, Effective date search, location filters, and prior carrier (in red).
Search for customer with the criteria (in green) and they will appear (in red). Click on a customer directly to open the quote and re-rate.