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Simplify 401k Enrollment

Accelerate your 401K application process and make it easy to transfer assets from one brokerage to another without the hassle of back-and-forth communication. Offer your clients a seamless retirement savings plan experience.

  • Seamless experience
  • Data intake automation
  • Enterprise-grade security

A better experience for everyone

For your insurance organization

Simplify the 401K enrollment process by allowing customers to easily upload documents and sign electronically from any device. Provide real-time support with Co-Browsing if needed. Speed up the enrollment process, reduce costs, and streamline data intake for your clients.

For your customers

For Policyholders

Enable your customers to easily upload necessary documents and sign electronically. By involving brokers at the appropriate times, provide support to customers when they need it most. This streamlined approach to enrollment can lead to a more positive customer experience and ultimately help them achieve their retirement savings goals.
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Create one seamless workflow

  1. Send a personalized link via SMS or email.
  2. The employee provides personal information, attaches documents and signs on any device.
  3. Employee elects how much they want to contribute to their 401k plan each pay period
  4. Employee selects which investments they want their contributions allocated towards.
  5. The employer may choose to offer a matching contribution to their employees' 401k plans
  6. Data is exchanged and synced with the plan administrator

What’s inside?

Every digital process comes with a full suite of features and solutions built-in to make customer data intake easy.

  • Drag and drop
  • White label branding
  • Secure and automated workflow
  • Image and file upload
  • Custom conditions and validations
  • Single-Sign-On (SSO)

  • Easy link sharing
  • PDF Generator
  • EasySign
  • Financial integrations
  • Co-Browsing
  • Journey Tracker
  • Analytics Dashboard

Your digital partner

We’ll help you launch a 401(K) digital process in days.
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