Your Gateway to the Future of Forms Automation

SmartIQ helps organizations quickly and easily centralize complex data collection processes using a single SaaS solution. It's designed so any business user can transform manual forms processes into fast, secure, end-to-end experiences. But that's just the beginning. See what SmartIQ is capable of by exploring this library of real-world examples.

SmartIQ for Financial Services

over 2 years ago

Financial Services | Seamless Wealth Management Client Onboarding

Discover how to create a sleek, digital, and mobile-responsive investment proposal that aligns with your client's distinct objectives.

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over 1 year ago

Financial Services | Loan Servicing Demonstration with the Conversation Cloud

See how SmartCOMM and SmartIQ create a seamless and powerful loan servicing engagement.

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almost 4 years ago

Financial Services | Streamline Commerical Loan Application Process

Effortless Loan Application: SmartIQ's Dynamic Process for Quick Results and Data Excellence.

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SmartIQ for Healthcare

7 months ago

Healthcare | Medicare Medical Claim: SmartIQ Demo

See how SmartIQ can be used to facilitate the quick completion of a medical claim on both web and mobile.

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6 months ago

Healthcare | Simplify Small Group Benefit Enrollment

Learn how brokers and benefit administrators can coordinate and accelerate the small group benefit offering and enrollment process.

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6 months ago

Healthcare | Guided Customer Service Channel

This webinar shows how to boost efficiency during data collection and how healthcare organizations can eliminate paper, manual forms.

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6 months ago

Healthcare | Self-Service Claim Questions and Appeals

Improve member experience and cut costs with self-service for claims and appeals. Discover efficient solutions with SmartIQ.

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about 1 year ago

Improving the Member Experience and Star Ratings of Medicare Advantage Plans

See how you can leverage SmartCOMM and SmartIQ to improve the experience across the entire member journey.

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SmartIQ for Insurance

5 months ago

Insurance | Life Claims Demo

Experience the ease of a Life Insurance claims process with SmartIQ. Whether on desktop or mobile, witness a straightforward, efficient process that ensures a hassle-free experience.

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6 months ago

Insurance | Digitizing the Initiation & Filing of Life Claims

Experience rapid life insurance claim distribution. SmartIQ integrates seamlessly with systems like LifePro and FINEOS, enhancing beneficiary experiences.

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over 3 years ago

Insurance | Enabling Efficiency for Property and Casualty First Notice of Loss (FNOL) Process

Streamline auto claims with our FNOL process. SmartIQ connects systems, guides interviews, and ensures efficient digital submissions via SmartCOMM.

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Your Gateway to the Future of Forms Automation

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