Broker intake
Collect consistent account data, applications, census, payroll, benefits, and loss files from partners.
For MGAs
Submission and underwriting operations for MGA teams.
Structure broker intake, document intelligence, appetite review, carrier-ready packaging, market response, and service context from one account record.
HALO IQ / BUILT FOR THE OPERATING RECORD
Why it matters
MGA teams cannot scale if submissions arrive as scattered files and vague context.
HALO IQ gives MGAs a defined path from broker intake through risk review, clarification, market packaging, carrier response, and downstream service visibility.
Structure the record. Guide the work. Run the account.
Document intelligence
Extract evidence from loss runs, apps, spreadsheets, emails, and supporting files.
Appetite review
Surface industry, geography, class, exposure, loss, and client-operation signals early.
Clarification workflow
Send concise requests when a submission needs more information.
Carrier packaging
Prepare clean underwriting records for internal and carrier review.
Partner response
Keep brokers informed without exposing internal-only underwriting detail.
The outcome
A cleaner operating model for the team.
Faster review
Underwriters spend less time locating basic facts before evaluation.
Better partner experience
Missing items, status, and next steps are explicit.
Scalable distribution
Growth does not have to mean a bigger inbox and more spreadsheet chasing.
For MGAs
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.