Accelerate the application-to-decision process
OnboardXi provides a digitized onboarding platform, delivering a streamlined and consistent data delivery process to more efficiently submit to underwriting, claims, and service and also administer your renewal processing decisions.
Visualize the new client onboarding process
Our automated, workflow-driven platform modernizes and standardizes the data capture for your client onboarding.
Simplified Application Process
Eliminate manual processes by leveraging automated workflows and standardized digital forms to simplify and accelerate the life insurance application process.
Reduced Potential for Error
Ensure greater accuracy in the application process with standardized forms and built-in compliance checkpoints that eliminate Not In Good Order (NIGO) errors.
Increased Data Security
Maintain the confidence of knowing your sensitive data and documents are protected in our SEC-compliant customer data and cloud-based document storage.
Improved Overall Experience
Both agents and clients enjoy unprecedented transparency into application status, as well as collaboration capabilities via agent and client portals.
Life insurance operations reimagined
Time-consuming, fragmented, and error-prone operational processes create friction-filled experiences for agents, clients, and carriers. But the inflection point is here. Modern clients expect a seamless digital journey, and younger talent is seeking the competitive efficiency created by highly automated, streamlined and intuitive workflows.
OnboardXi offers a digitized onboarding platform built specifically for the insurance industry that collects and manages all of the data and forms necessary for new business processing.
Spend less time on paperwork
Quote and submit business digitally to reduce NIGOs and increase time spent on more valuable tasks.
Capture data more efficiently
Robust API capabilities allow you to integrate and capture data from both applicants and third parties.
Put business on the books faster
Business rules are built right into your forms, so you can easily deploy them across multi-product, multi-carrier platforms.
Accelerate your digital transformation
Implementation and integrations are fast and cost-efficient thanks to our no-code/low-code platform.
Choose your level of implementation
Take advantage of our entire pre-integrated platform, or leverage our modular design to choose the features you want to implement.
CRM
Forms Library
Product Marketplace
Document Storage
RiderXi
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Back-Office Workflow
(Coming Soon!)
Integrations
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Enterprise AWS Storage
(Coming Soon!)
