Fully digital onboarding experience
Enable a seamless, paperless onboarding experience for employers and their people.
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.
Fast
Complete member onboarding, fully online in minutes.
Audit Trail
Digital onboarding provides a clear audit trail of policy delivery, helping you satisfy regulators about consumer rights and service delivery.
Single sign-on
OAuth2 and Sign in with Microsoft or Google for security and easy onboarding.
Streamline operations
Finance
Product-level invoicing summaries. Outstanding invoice statuses and balances visible in real-time. Bulk import payments, auto-match outstanding invoices.
Brokers
Invoices can be auto-emailed to customers and brokers. Payment history updated in real-time.
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.
Marketing
Complete control of look and feel of invoices with Invoice Templates. Document co-branding opportunities to create points of difference.