A top-5 global retirement solutions provider was saddled with long—and often delayed—sponsor onboarding processes, which greatly hampered its ability to compete for new business. The provider sought a way to modernize and digitize its onboarding processes by replacing its legacy systems.
An off-the-shelf solution might address some of the company’s challenges, but wouldn’t offer the customization the company needed to secure a competitive advantage. A bespoke solution could be customized to the needs of the business, but would be difficult and resource-intensive to build and manage. This is where Unqork played a crucial role.
Using Unqork’s enterprise no-code application platform, the company developed an end-to-end onboarding solution in just 4 months. The agent-facing application streamlines onboarding processes for its retirement benefits lines of business. The customizable application seamlessly integrates with the company’s existing CRM solution, as well as other downstream information-verification systems.
Decrease in agent onboarding times
Reduction in the cost of operations
Number of weeks to go from ideation-to-production
Number of FTEs working on the project
Reduced Operational Risk
With automated controls & data validation rules
Delivered through 24/7 access to information and processes