DEX® functions & features
Partner Onboarding
- Setup/Registration
- Receiving/Validating test files
- Finalizing partner setup
- Escalation and notification
File Processing
- Sequence diagram and processing path
- Interaction with policy administration systems
- Status transparency and analytical insights
Dashboards
- File processing status and reconciliation
- Record level processing status and reconciliation
- Drilldown capabilities & reports
Why DEX®
Support sales growth through an improved delivery model, positively impacting producer, tech partner, ER, and EE experience
Reduce operating expenses through automation, reduction in rework, and increased visibility of enrollment status to all internal and external business constituents
Reduced technology expenses via sunset of antiquated tools and capitalizing on integration and automation opportunities
Handles all enrollment stages from enrollment setup through record processing, with full visibility and metrics in all stages
Provides both operational and performance metrics and KPIs across the ecosystem
Data exchange and enrollment processing solutions
- Enables enrollment processing (300+ sources)
- All file formats (XML, json, csv, .txt, etc.) as well as LIMRA’s LDex format
- Is both EDI and API enabled
- Securely receives and validates incoming datasets
- Consumes product and case rules from a product engine/policy admin system
- Interrogates enrollment data against product and case rules:
- Validating records in good order (IGO) for immediate processing, while
- Pending records not passing one or more validations (NIGO)
- Automatically notifies designated stakeholders of status
