GROUP, VOLUNTARY, AND WORKSITE BENEFITS SOLUTION

Our Intelligent Sales and Underwriting Workbench enables straight-through processing (STP), and configurability to create persona-based experiences for brokers, agents, underwriters, and actuarial users. The cloud-based solution leverages powerful rule, content, and rating engines to enable dynamic proposal creation, reduce quote turnaround time, and reduce costs helping you write more business in less time.

AI TO DRIVE INNOVATION

New business and renewal periods challenge benefits sales & underwriting teams to meet the demands of customers and distribution partners. Artificial Intelligence can optimize the processes, maximize profitability, and increase customer satisfaction. AI-powered tools put you at the forefront of innovation, securing new opportunities and gaining a competitive edge. Intelligent Sales & Underwriting Workbench brings these opportunities to reality.

TRANSFORM THE CUSTOMER EXPERIENCE

Intelligent Sales & Underwriting Workbench enables carriers to transform new stages of the customer lifecycle, from onboarding and enrollment to automated renewals and individual medical underwriting for voluntary benefits. Seamlessly upsell and cross-sell voluntary benefits to individual plan members enhancing the holistic customer experience while increasing business productivity and internal communication through its many benefit solutions.

Component: Streamline Client Onboarding

• Optional components aid in further transforming the employee benefits business.
• Streamline the onboarding process with a purpose-built enrollment solution that enables persona-based digital experiences for clients, plan members, benefits administrators, and more.
• Complement the enrollment process with an employee self-service portal providing anytime access to clients and employees with a clear and frictionless method for plan members to make required changes.
• Seamlessly complete medical underwriting forms with a rules-based application that facilities quick, easy, and reliable responses from plan members.
• Create simple or complex documents with Policy Document Center transforming proposals into contracts, booklets and certificates while tightly integrating with the Underwriting Workbench.