Digital Onboarding

Digital onboarding solutions leverage advanced technologies to streamline the onboarding process, enhance accuracy, and improve client convenience. By automating data extraction, validation, and document handling, we help insurers provide a seamless onboarding experience.

Postive Business Outcomes

Enhanced Client Experience

Clients benefit from a seamless, digital-first onboarding experience, increasing satisfaction and loyalty.

Increased Efficiency

Automating data extraction, validation, and workflows reduces processing time and administrative burden, allowing brokers to focus on client relationships.

Improved Accuracy

Automated validation and e-signatures minimize errors and ensure compliance with regulatory requirements.

Tools & Technologies

  • Intelligent Document Processing (IDP)

    IDP automates the extraction, classification, and validation of information from submitted documents. This includes scanning documents for key data points, validating information against databases, and flagging inconsistencies for review.

  • Low-Code Customer Onboarding Portals

    Provides clients with a self-service portal where they can submit documents, track the onboarding process, and communicate with brokers. Portals also offer automated reminders and updates to keep clients informed.

  • Automated Workflow Management

    Automates the various steps in the onboarding process, ensuring tasks are completed in a timely manner and reducing manual intervention. This includes automated email notifications, task assignments, and status updates.

  • E-Signatures

    Enables clients to sign documents digitally, ensuring secure and legally binding signatures. This reduces processing time and eliminates the need for physical paperwork.

Contact us

360 Customer Onboarding Journey

    • Customer: submits their information and documents through an intuitive onboarding portal or mobile app.

    • Insurer: receives an automated notification and accesses the submitted documents in the system of record.

  • Customer: is notified if any additional information or corrections are needed.

    Insurer: reviews data which is automatically extracted from the client's documents in order to validate information and flag any descrepancies.

    • Customer: recieves automated updates on the onboarding progress and is notified of any required actions via email and their portal.

    • Insurer: is notified of any actions within the sequence of onboarding tasks, ensuring a timely completion of the onboarding process.

    • Customer: digitally signs necessary documents via their smart phone or web app.

    • Insurer: receives the signed documents in real-time, ensuring they are stored securely and compliantly.

    • Customer: is informed of the successful completion of onboarding and next steps. Completion documents are automatically sent via email and post.

    • Insurer: confirms the completion of the onboarding process and schedules any necessary follow-up actions or communications.

By implementing our digital onboarding solutions, insurers can deliver a superior client experience, operate more efficiently, and achieve significant cost savings, driving overall business growth.