Structured submissions
Package census, payroll, loss data, benefits, applications, and supporting files for the right markets.
Market IQ
Distribution infrastructure for brokers, MGAs, carriers, and PEO channels.
Route structured submissions, appetite checks, market packets, missing-item requests, and partner status from the same account record.
HALO IQ / BUILT FOR THE OPERATING RECORD
Why it matters
Distribution breaks when every party works from a different version of the account.
Brokers, MGAs, carriers, PEO sales teams, and underwriters all need clean account context. Market IQ turns the account record into a structured distribution workflow with status visible across the channel.
Structure the record. Guide the work. Run the account.
Appetite checks
Compare industry, geography, class codes, exposure, and risk signals against partner appetite.
Missing-item loops
Track requests without burying the account in email threads.
Co-branded delivery
Keep broker and advisor relationships visible while protecting internal underwriting notes.
MGA workflow
Give MGA teams intake, clarification, evidence, packaging, and carrier-ready review from one place.
Market response
Keep quotes, declines, conditions, and next steps attached to the account.
The outcome
A cleaner operating model for the team.
Less submission chaos
Partners work from structured account data instead of file dumps.
Faster review
Underwriters and market partners spend less time chasing basic facts.
Better channel visibility
PEOs, brokers, MGAs, and carriers can see status without losing control of the record.
Market IQ
See it on a real account.
Bring the account, payroll issue, benefits workflow, loss run, broker submission, client file, or employee record you already have. We'll show how HALO IQ connects the operating work.