Overview

VisionWeb Boarding is a configurable workflow-based system to efficiently capture customer information, underwriting data, entitlements, pricing information, and equipment data during the onboarding processing of a new customer. Built with optimization in mind, VisionWeb Boarding can reduce your boarding processing time from days and weeks to minutes.

15

YEARS EXPERIENCE

350

EMPLOYEES

150+

CLIENTS

6M

USERS

Modules

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Role Based Access

Flexible assignment of permissions for keying data, reviewing data, approving applications, and underwriting tasks enables you to configure the system to meet your unique organization.

Optimized Data Capture

Enter data efficiently with a state of the art user interface which anticipates data entry, validates entry throughout the process, and ensure accuracy.

Rules Based Validation

Implement complex contract data capture with the rules-based editing and field validation.

Workflow

Configurable workflow enables you to define processes, send email and SMS through a notification framework, and measure process intervals to meet SLAs and improve velocity of the boarding process.

Electronic Signature

Print-ready contract images are produced for customer signature via E-Sign or a branded portal.

Platform Integration

Provide end-to-end data integration to external platforms with API integrations for contract data upload, underwriting status, equipment provisioning, and customer enablement.

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Compliassure

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HIPAA

Our HIPAA Help Center solution provides covered entities with the infrastructure they need to comply with the HIPAA standard, including: Risk Assessment, Policies and Procedures (privacy and security), Employee Education and Awareness, Contingency Planning and Testing, Incident Response Management, Business Associate Management, and Asset Management.

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