Client Portal Onboarding

Installation

• Assign SPOC
• Get AWS Account Credentials
• Deploy Application (in broker URL)
• Enable/Disable agreed features
  • Basic Features
  • HR / Group Features
• Email OTP Coordination & Configuration
• Mobile OTP (Optional) Coordination & Configuration
• PWA Configuration
• Theme Customization & Finalization
  • Overall Proportions & Quality
  • Transparent Logo
  • Dark Mode
• App Store Coordination (optional)
• Play Store Coordination (optional)
• Training
  • Insurer & Policy Logos
  • Insurer & Policy Short Names
  • Client Logos (Optional)
• Update protracted accounts for billing

Basic Features

• Dashboard
• Policies
• Claims (optional)

HR / Group Features

• Accounts
• Member
• Enrollment