New Business Quoting & Enrollment
A new eBroker experience for new business.
Comprehensive Functionality
- new comparison and proposal tools
- sold case submission capability
- web enrollment option for all groups
Automation
- intuitive, easy–to–use platform
Efficiency
- quicker turnaround times
- track status throughout the group quoting to approval process
Key Benefits
- intuitive customer experience
- customer–ready proposals, including plan comparison
- improved book–of–business visibility
- increased self–service options
- track quote status from quoting to enrollment
- ability to attach documents, reducing the need for emails
- expanded web enrollment (e3) to all groups
- web enrollment capability (e3) upon initial sale
- accessible from mobile and tablet devices
What’s Next?
More to come in 2023 for the renewal experience.