Streamlined Task Assignment and Notification
Employee benefits quotes pass through several people and departments (sometimes more than once) before the policy is sold. Streamlining these processes in a user-friendly way is a top priority for group & voluntary benefits carriers.
With IQX Workbench’s workflow functionality, users login to “My Quotes,” a dashboard where the quotes you create and the quotes assigned to you are queued. Intelligent menu options pre-populate data for instant access based on user roles for quotes, rates, enrollment, renewals and documents. Task designation and email notifications streamline the decision making process for optimized efficiency.