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 →For MGAs
Place the risk on the same rail.
Brokers send you a complete file. You see loss runs, class codes, and what is missing. You quote the placements that were sent to you.
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.
Carrier-ready review from one workspace.
Attention items, exposure, loss and claims, ACORD, and documents stay traceable on the broker submission.
Structured packets across your channel.
Route complete files to the markets you appoint without losing status on the placement.
An MGA cannot underwrite a pile of attachments.
HALO is how a broker sends the account and how you answer it. You are a market the broker selected, not a name on a public list.
What you get.
Broker intake
The same submission the broker built, sent only if they chose you.
Document intelligence
Loss runs and applications parsed onto the account before you open it.
Appetite
State, class, and exposure so the broker knows whether you belong on the list.
Ask for what is missing
A clarification stays on the placement instead of a new email thread.
Quote or decline
Your response is visible to the broker who sent it.
$99, no cut
The desk is a subscription. HALO is not in the commission.
What changes for you.
Faster first look
The facts are on the file before review starts.
A named broker
You know who owns the relationship.
No open auction
You are not competing with every market that happened to be logged in.
See how HALO fits your workflow.
Marketplace seats, add-ons, and operator tools — start with pricing or talk to sales.