Meet Broker IQ: Your Intelligent Cyber Insurance Workspace

You became a cyber broker to advise clients, not to …

• Enter (and re-enter) the same data into three different systems

• Spend your afternoon building a custom presentation from scratch

• Translate a security scan finding into plain English at 9 p.m. because the CFO needs it by morning

Yet, that's where most brokers live. Buried in the administrative grind, doing the tedious work that gets in the way of the real work.

Broker IQ is the intelligent cyber insurance workspace that flips the script.

We’ve built a workspace that helps expedite quoting, simplify selling, and amplify your cyber expertise. Whether you’re a producer, account manager, specialist, or wholesaler, Broker IQ integrates intelligence into every stage of your daily work.

Maximize efficiency with intelligent submissions

Many clients never get a proper cyber quote because the application stops them cold.

Whether it’s a client refusing a lengthy form or a broker trying to quote without a full data set, application friction has historically stood in the way of proper coverage, especially for small businesses.

Broker IQ helps remove these barriers by aligning the process to the way brokers work:

• Quote first-time buyers without a formal application: Don’t let paperwork prevent clients from getting the coverage they need, generate a quote and share coverage options in front of clients.

• Questions scaled to business size: For accounts under $25 million in revenue, we’ve stripped down our cyber application to a few simple questions.

• Benchmarking replaces gut feel: Coverage limits tied to your client's actual risk profile, backed by data, not assumptions.

Broker IQ helps you maximize efficiency with intelligent submissions.

Broker IQ’s intelligent submissions help you deliver a comprehensive quote for every account. Replacing guesswork with data-backed submissions helps you lead with expertise, reduce your E&O exposure, and alleviate administrative friction that can lead to uncovered accounts.

Amplify your expertise with consultative selling tools

Helping your client understand the why is often the hardest part of a sale. Pitch Genius is a consultative selling tool, built directly into Broker IQ, that helps turn the manual burden of research and document-building into an automated reality:

• Client-ready presentations, automatically: Generate comprehensive, customizable presentations that are ready to share without an afternoon of prep work.

• Tailored talk tracks and objection guides: Navigate tough conversations, from BOP endorsements, clients who think they are not a target, and others in between.

• Real claim examples and risk calculations: Show your clients the financial impact of a cyber incident using data from businesses just like theirs. 

Pitch Genius helps turn research and document-building into an automated reality.

Pitch Genius can be a force multiplier for both wholesale and retail brokers. It enables every team member, or every retailer you support, to lead sophisticated conversations and present with the confidence of a cyber specialist, ensuring a consistent and professional standard across every account.

Minimize claims with informed mitigation

Some brokers avoid the mitigation conversation because it gets technical fast. Broker IQ helps by serving as your translator, integrating loss control insights directly into the insurance lifecycle:

• Critical exposures in plan language: Surface the specific risks most likely to cause a claim, explained in terms your client can actually understand and repeat to their IT team.

• Cybersecurity upgrades: Add cybersecurity options directly to your quotes, moving the conversation from a technical upsell to a holistic business solution.

• Direct access to Coalition Control®: Bridge the gap between insurance and security by providing your clients with direct access to remediation tools and expert cybersecurity support.

Broker IQ integrates loss control insights directly into the insurance lifecycle.

Broker IQ’s informed risk mitigation empowers you to be security-forward without needing a technical background. By providing actionable guidance during the quoting process and throughout the policy period, you stand out as a trusted risk advisor, leading to more closed deals and retained accounts.

Simplify operations with intuitive account management

Renewal season doesn't need to be a manual grind of tracking expirations and cross-referencing policy changes. Broker IQ helps automate the heavy lifting to turn a reactive cycle into a proactive, stress-free process:

• 90-day advance binding: Schedule and bind renewals well before the deadline, to help maintain seamless coverage for every account.

• Unified team view: Give your entire team visibility across accounts to make coordinating new business, account management, and renewals a breeze.  

• Automated year-over-year comparisons:  Highlight policy differences and coverage changes to provide a clear, data-backed narrative to your clients at renewal.

Broker IQ helps automate renewals into a stress-free process.

Broker IQ’s intuitive account management helps turn what used to be a multi-day research project into minutes of efficient and productive work. By surfacing specific recommendations based on your client’s risk profile — like increased limits, additional coverages, or add-on security products — Broker IQ allows you to focus on growth and professional advice rather than chasing paperwork.

Broker IQ: Integrated intelligence at every stage

Broker IQ is the intelligent cyber insurance workspace that transforms the complexities of quoting and managing cyber insurance into a seamless, intuitive experience.

Every broker, regardless of your role or expertise, can use Broker IQ to deliver actionable guidance, uncover new growth opportunities, confidently communicate   the value of comprehensive coverage, and help clients take action to  minimize cyber claims and losses. 

Ready to see it in action? Step into the future of cyber insurance.

AUTOMATE THE ADMIN. LEAD WITH EXPERTISE.

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