An end to end account management functions for prospects and clients with compliance controls, business checklists. Supports complete business development module tracking business development activities, Leads, Opportunities, and prospects. Insurance companies, brokers and insurance agents can stay on top of their prospects and clients using full life cycle account management features.

Policy management supports flexible workflows for Insurance quotes, policy structure setup, approval, table of benefits(TOB), network list, premium rates, policy documents and options for easier renewals. Insurance companies, brokers and Insurance agents can setup the policies, manage day to day policy endorsements, policy operations on behalf of their clients.

Seamless group health insurance, life insurance polcy enrollment operations workflow supports secured data exchange between your clients and major insurance companies through broker, insurance agents portal. Supports all major insurance companies with options for direct data exchange using Insurer APIs.

Automatic billing, invoice reconciliation, direct billing, third party payer, premium payment approval workflows for group health insurance and life insurance policies and endorsements.XML based integration available to send the payment data to other financial systems.

Supports automated workflow for self-service claims management, medical insurance claims, claims support, and pre-approval requests with direct data exchange via API integration with all major insurance companies through broker, insurance agents portal.

Secured client Self-Service portal access to self-manage health insurance policy, enrollment, endorsements, billing, and claims operations for the group medical and life plans with options to route employees benefits, requests for insurance certificates, travel insurance needs directly to the Insurance companies via self-service broker, insurance agents portal.

Self-service member portal to view health insurance plan information, network list, employees benefits, claims details, documents, file insurance claims support, report life changing events to enroll dependents directly with insurance companies and third party administrators(TPAs).

System provides several business intelligence (BI) based reports, dashboards, benchmark reports and analytics to help the insurance companies, brokers, insurance agents and clients to make informed decisions about their insurance plans.

Optional module to support HRIS operations for small clients.Employees records, employees benefits, onboarding, offboarding, time offs, timesheets, travel, expense, benefits, total rewards, payroll process, performance reviews, health insurance and life insurance annual enrollment with direct integration with insurance companies, brokers and insurance agents using secured API based data transfer.