Onboarding
IQX Component Suite
Streamlined client onboarding for employee benefits carriers.
Rapidly Onboard New Business with IQX Onboarding
Streamline Information-gathering and Administrative Functions
IQX’s Onboarding component streamlines information gathering and other administrative functions through its userfriendly interface. Client onboarding is generally a very labour-intensive process involving input from different individuals in different systems.
Persona-based Application Reduces Touchpoints
With IQX’s Onboarding component, carriers can reduce the number of touchpoints involved. For example, the Benefits Administrator role enables key client contacts to interface with the platform to adjust company information and maintain a high-level view of employee enrollment to monitor the progress of the group application.
The Onboarding component also improves the accuracy of information by catching input errors with validation rules upfront. Once all client information is captured and verified, the information can be submitted to other API systems within the carrier’s ecosystem in a single click.
More IQX Components
IQX Workbench
The powerful sales and underwriting system that leading group and voluntary benefits providers rely on every day.
IQX Intelligence Suite
Extend the capabilities of IQX components with artificial intelligence, predictive analytics, and machine learning.
IQX Component Suite
Optional components to further transform your employee benefits business.
IQX Productivity Suite
Empower external users with productivity tools tied to your underwriting workbench.
Products Supported
Global IQX prend en charge et est en production avec tous les produits destinés aux employés et aux bénévoles d'Amérique du Nord, des petits groupes aux très grands comptes nationaux:
Assurance vie
Décès et mutilation accidentels (D et MA)
Assurance maladie
Médicale
Assurance soins dentaires
Assurance d’invalidité
Assurance maladies graves
Soins de la vue
Chantier
Produits volontaires, optionnels et individuels
Évaluation du vrai groupe et de l'expérience
Services administratifs seulement (SAS)
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