Solutions | Innovative Enrollment Solutions

Experience Our Platform

Platform Features

Features and Benefits

•Seamless Integration for Data Transfers to Carriers and Other Industry Technologies
•Year-Over-Year Policy Stacking Protecting GI and Maximum Benefits Limits
•Direct Employee Engagement Email Campaigns, Text Communications and Actual Customizable Quotes for Participants and Their Spouses
•In-depth Reporting Dashboard that’s Simple to Chart with Over 300 Metrics in a Click
•Personalized and Responsive Service from Knowledgeable Project Managers and Trained Professionals on Live Chat

•Proprietary SaaS Technology for Customizable Case Building and Rapid Deployment
•Fast, Easy and Efficient Enrollment, Enhancing the Client Experience
•End-to-End User Management: Self Service, Agent Assist and Call Center that Eliminate Expensive Case Builders
•Fully Customizable and Scalable Technology Designed to Enroll Simple and Complex Cases
•Error Correcting Ensures Accurate and Complete Applications

Experience Our Platform

Self Service Enrollment

IES’s self service allows your clients to walk through the enrollment process easily. They can access IES’s innovative and convenient platform using their secure self service account to select benefits, complete the application, and review their benefits elections.

Employee Engagement

Our Platform allows you to directly communicate with employees. Simple interfaces allow you to customize email Campaigns and text messages that can deliver important information like enrollment reminders, and support materials that increase participation.

On-Demand Quotes

Call center and on-site agents can instantly email employees actual quotes for products they reviewed. This enhances the employee and agent experience optimizing results.

Policy Stacking and Re-rating

Our intelligent coding manages stacking, re-rating and buy-ups year-over-year. This valued feature provides expanded opportunities for the life cycle of the employees growing needs.

Direct Billing

We have solutions for cases that require ACH and/or Credit Card billing all in one customized system. Our platform accommodates every pay modality; weekly, bi-weekly, monthly and seasonal.

End User Experience

Our platform is a simple order-taking system that’s easy to navigate. Enrollers can quickly walk employees through the process. Embedded Videos, Product Brochures and other digital tools educate, engage and drive smart decision-making.

Robust Reporting

The IES Dashboard provides over 300 reporting metrics with appealing and easy-to-read charting. Manage operational efficiencies, check case production, produce ad-hoc reports, and track profitability with a simple click.

Agent Assist Enrollment

Our technology empowers you to enroll anytime and anywhere. Unlike other platforms, you have the option for one-on-one enrollments while still having an active call center and even self-serve at the same time for the same case. All elections are unified in one reporting and tracking module for easy carrier transmission.

A Simple End-To-End Experience

Let’s Build Your Case

Our case building process is as simple as using our platform. There’s no need to employ a case builder, we do the work for you. Our accurate data integrates with all other industry technologies to expedite the enrollment process for faster payments.

Demo