Our branded client portal provides a one-stop shop for seamless client onboarding, payroll integration, secure document exchange, census collection, and compliance management. With automated data validation, prepopulated fields, and secure file sharing, the portal enhances the client experience while reducing the workload for TPAs.
Automate annual census collection with a three-step process that prepopulates prior-year data. Clients easily update company details, owner information, and other relevant fields, saving time and minimizing errors.
All documents exchanged through the portal are managed securely, ensuring compliance with SOC 2 Type II standards. TPAs and clients can exchange sensitive data with full confidence in its security.
The platform scrubs census data for errors and automatically pushes clean data into compliance workflows. Plan sponsors can track real-time progress, while TPAs focus on higher-value activities.
TPAs onboard clients into a branded portal, giving them access to payroll integrations, census data, and compliance documents.
Clients review prepopulated data, make necessary updates, and submit it for automated scrubbing.
Clean data is automatically transmitted to your compliance system, and documents are securely shared within the portal.
Interested in seeing how AI-powered workflows can improve your processes?
Schedule a personalized demo with a CXpert to discover how it works for you.