What features are included in the Basic Plan?

The Basic Plan includes access to core tools such as quotation management, CRM functionalities, and standard reporting. It's ideal for individuals or small teams who are beginning to streamline their insurance processes.

How long does it take to get set up after I purchase a plan?

Once you complete your purchase, our onboarding team will reach out within 24 hours. Most users are fully set up and operational within 2 to 4 business days, depending on the level of customization required.

Can RBIQ be integrated with my existing CRM or tools?

Yes, RBIQ is designed to integrate with various CRMs and business platforms. We offer API access and support for common tools to ensure a seamless data flow between your systems.

Is my data secure and do you sign NDAs?

Absolutely. We follow strict data security protocols and offer NDA agreements upon request. Your data privacy and confidentiality are our highest priorities.

How do I schedule a live demo or consultation?

You can request a live demo by entering your business email on our homepage or the demo request section. Our team will contact you shortly to arrange a time that works best for you.

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