Document intelligence
Inbox IQ classifies census, loss runs, ACORD, and email attachments, matches them to the employer, and routes the packet—dual SI and rules-based parsing with evidence on the record.
Inbox IQ →Inbox IQ
The deal comes in here.
Inbox IQ is where the account starts. Email, census, loss runs, and applications are SI-classified, matched to the company, and routed into the placement—with source files attached. Included in the marketplace seat, free for the first year.
HALO IQ / PLACEMENT MARKETPLACE
Built for the SI world
SI · Super Intelligence on the account record
Super Intelligence
SI on the account—not a sidecar spreadsheet.
HALO IQ uses SI where placement work is messy: reading documents, structuring risk evidence, drafting proposal narrative, and scoring outbound timing. Operators and brokers stay in control—automation handles extraction and first drafts; your team approves what moves forward.
Risk & underwriting
Loss runs and filings are extracted onto the placement; mod drivers and class-code questions surface before you quote—so underwriting works from structured data, not re-keyed PDFs.
Underwriting IQ →Proposal & narrative
Executive summary, SPIN, and wizard chapters draw on the same account context; multi-model review helps polish high-stakes narrative while your team owns the recommendation.
Proposal generator →Prospecting & timing
Lead IQ grades fit and intent from licenses, comp posture, site behavior, and enrichment—you approve what becomes an organization and deal in Connect IQ.
Lead IQ →Powered by modern LLMs with tenant-scoped data, plus rule-based validation on parsers. See our blog for underwriting and proposal depth.
From email chaos to a secure carrier packet.
Inbox IQ reads inbound email and attachments, matches the company, and assembles one placement file for the markets you select.
Attachments land on the right placement.
Loss runs and census files triage to the broker packet with match context—not a thread of “can you resend the mod?”
The deal should not start in a shared mailbox.
Census files, loss runs, ACORD applications, and broker email arrive in Inbox IQ. They are classified, matched to the company, and sent on. Underwriting prices that account. The HR proposal is what goes to the client.
How Inbox IQ starts the placement.
Mail and files
Inbound email and uploaded documents land in one inbox, not a personal folder.
Read and classified
Loss runs, census, and applications are identified with SI and validation rules so the right record opens.
Matched to the company
The document attaches to the organization instead of sitting unassigned.
Routed forward
A workers’ comp file can move into underwriting and into the proposal wizard from the same inbox.
What changes for you.
The account has a front door
Every later step starts from what arrived, not from a retype.
Underwriting gets a file
Payroll, class codes, and loss runs are already on the company.
The proposal can start
The HR proposal opens on the same deal, which is how you get to market.
Send the next file.
Inbox IQ is included on the marketplace seat, free for the first year. You choose the markets. They quote or pass. The commission stays with the broker.