The Future of Digital Onboarding
using a low-code platform
A Revolutionary Change for Insurance Operations
OnboardXi is a modern, digitized, low-code platform that allows insurance companies and MGA/IMOs to quickly onboard new clients while maintaining a compliant and efficient process using a data-first approach. We have replaced the Forms-driven process for applications, claims, and Policy Owner Services with a new modern data-first approach. It's all about the data and the incredible user experience we provide to the Agent and the Client.
Visualize your new onboarding process
A Data-First Approach
Modernizing your company’s client onboarding process.
OnboardXi digitizes your client onboarding process by delivering an intelligent and automated workflow-driven platform to modernize and standardize your underwriting, claims and policy owner services. We solve your forms and data standardization problems that have rippling effects across your enterprise.
OnboardXi provides a digitized onboarding platform delivering a streamlined and consistent data delivery process to more efficiently administer your underwriting, claims, service, and renewal processing decisions.
Less time spent on paperwork, reduce the NIGOs
Quote and submit your business digitally, and make it "in good order" the first time.
Easy forms management, business rules built right into your forms
Easily Deploy business rules across your multi-product, multi-carrier Platform. Put business on the books faster.
Increased efficiency in capturing data from applicants and third parties
Robust API capabilities for integrating and capturing enhanced data sources
Packaged data delivery to Underwriting, Claims, Renewals, and Client Services
Full compliance with local laws and regulations. Executing more business, faster!
OnboardXi lets you easily:
Manage & leverage your application data and third-party data used in your operations across your enterprise
Convert old legacy data to new standardized formats to be leveraged throughout your organization. If you have the data...we can standardize it!
Agent/business portability - Manage and assign older books of business to active agents. I.e., Ophan policyholders, old legacy policy admin books of business