MatchIQ

Pair the Right Customer with the Right Coverage — Every Time

MatchIQ removes guesswork from the point of sale by helping agents quickly identify the most appropriate product and configuration for a customer's situation.

By using carrier-defined logic and real-time eligibility signals, MatchIQ guides agents toward better placement decisions — improving quality, speed, and confidence.

  • Faster product selection at the point of sale
  • Improved placement quality without added friction
  • Consistent outcomes aligned with carrier intent
  • Agents lead with the right solution the first time
Learn More
MatchIQ · PRODUCT MATCHING Real-time
JS
Jane Smith, 67  ·  Iowa  ·  Non-Tobacco  ·  Open Enrollment
Entered 2:34 PM · Bank Draft · Monthly
4 Matches
Best Matches Ranked by Fit
1
Medicare Supplement — Plan G
Underwritten · $142/mo · OE Eligible · No restrictions
98% fit
2
Hospital Indemnity
Standard · $38/mo · Qualifying event eligible
74% fit
3
Final Expense
Graded benefit · $61/mo · 2-year waiting period
41% fit
Proceed with Plan G →

MatchIQ — Utilization in Production

94%
Of applications use MatchIQ for product selection
+38%
Increase in correct first-product placement
<3s
Average match results return time
23%
Lift in placement quality scores