Fully digital onboarding experience

Enable a seamless, paperless onboarding experience for employers and their people.

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Add Member

Member added to Group - online or with upload.

Assign Plan

Member automatically assigned to the right products in their Group Plan.

Documentation

Member policy documents and certificates automatically generated.

Activation

Personalized communication invites the member to activate their account.

Authentication

Member sets password, reads and accepts Terms and Conditions

Enjoy

Member uses portal to access Employee Benefits and request service.

Done!

A fully digital onboarding experience, from start to finish in minutes.

Digital Onboarding benefits

Secure

Sensitive personal and coverage information doesn't get emailed or printed - delivered securely online to the insured person.

Cloud Based
Secure
Paperless

Fast

Complete member onboarding, fully online in minutes.

Real-Time
Global Scale

Audit Trail

Digital onboarding provides a clear audit trail of policy delivery, helping you satisfy regulators about consumer rights and service delivery.

Accept Conditions
Access Logging
Download Audit Trail

Single sign-on

OAuth2 and Sign in with Microsoft or Google for security and easy onboarding.

Security
Single sign-on

Streamline operations

Delta-Craig and Rob signing

Finance

Product-level invoicing summaries. Outstanding invoice statuses and balances visible in real-time. Bulk import payments, auto-match outstanding invoices.

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Brokers

Invoices can be auto-emailed to customers and brokers. Payment history updated in real-time.

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Employers

Full details of charges available in invoices and billing file exports. Automatically handles late information about new or departing employees and ensures they are charged accurately.

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Marketing

Complete control of look and feel of invoices with Invoice Templates. Document co-branding opportunities to create points of difference.

See it in action

Book your demo today