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Modernizing the Client Experience for the Life Insurance Industry

Driving the insurance industry revolution with a low code, no-code approach to digital client onboarding

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. 

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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

Back-Office Workflow

(Coming Soon!)

Integrations

Enterprise AWS Storage

(Coming Soon!)

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Be part of the

insurance revolution

Now’s the time to embrace a digital transformational solution for your life insurance onboarding and application experience.

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