Enrollment and Onboarding

Once the case is sold, begin the enrollment process with IQX Enrollment for a fully integrated customer experience or use our API to push data to your existing enrollment tool.

Driven by intelligent workflow features, the single-point data application seamlessly facilitates the onboarding process for both carriers and clients. Our API sends onboarding and enrollment data to the respective policy administration system. Our fully secure online employee self-service portal provides anytime access to clients and employees, with the ability to select extra worksite benefits for upselling capabilities as well as completing the enrollment process. Can include Risk, Health and Wearable fitness scores.

IQX Platform screenshot showing the enrollment and onboarding dashboard