Onboarding
IQX Component Suite
Streamlined client onboarding for employee benefits carriers.
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.
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.
The powerful sales and underwriting system that leading group and voluntary benefits providers rely on every day.
Extend the capabilities of IQX components with artificial intelligence, predictive analytics, and machine learning.
Optional components to further transform your employee benefits business.
Empower external users with productivity tools tied to your underwriting workbench.
Faites le premier pas dans la rationalisation de votre entreprise d'avantages sociaux.