How to chat with underwriters on IOI
Once logged into the Internet of Insurance™(IOI), go to the ‘Book of Business’ and select the client you would like to send a collaboration message for.
Click on ‘Submissions,’ which will bring you to a list of active submissions.
Click the insurance carrier's name which will bring you to the submission page. To the right is the collaboration tool where you can start chatting with the carrier.
The collaboration tool allows you to send messages back and forth with the carrier quoting the business. You will also receive notifications for any responses in your ‘messages’ inbox on the top right of the screen.