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end-to-end administration
outsourcing solution
Our state-of-the-art end-to-end technology and processing
solutions leverage our insurance heritage and experience for
secure, reliable conversion and processing that can be tailored to
meet your unique objectives.
More information on end-to-end
administration outsourcing
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SaaS end-to-end
administration solution
You can directly operate and maintain our state-of-the-art
end-to-end technology and processing solutions. We will train your
operations personnel on the use of our advanced technology so you
can obtain substantial productivity benefits and improvements in
customer service.
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billing
Like a universal translator for multiple data sources in
multiple formats, our billing solution is a fast, reliable and
flexible solution for billing headaches. All of the policyholder's
billing and payment information is consolidated in one place, with
modern functionality and capabilities for reconciling payment
records, generating paper and/or electronic billing statements,
reporting and managing payments, and maintaining payor and vendor
information.
More information on billing
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agency licensing and
commission
Get unlimited commission hierarchy levels for every
product, automated licensing and appointment services, and support
for commissionable events and generated commission from multiple
systems for each agent. Our robust rules engine houses all business
logic and rules for every product and can pay premium-based,
asset-based and/or persistency-based commissions, on any payment
schedule, via EFT, wire, check or NSCC settlement.
More information on agency licensing and
commission
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directdoc®
Move your document management operations into the digital
realm of the 21st century, without disrupting your existing
infrastructure. More than just a digital mailroom system,
directdoc® is a flexible, adaptable solution that can be
tailored to fit your system and your needs. It integrates
seamlessly with your existing e-mail, fax, barcode and Web forms,
with accuracy rates exceeding 99 percent, producing cost reductions
of up to 40 percent.
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403(b)connectSM
Reporting requirements for 403(b) and retirement plan
participants are massive and complex. Our solution is simple.
403(b)connectSM works with all report formats, including
custom formats, and works with multiple providers and
administrative systems. The fully automated process pulls together
the data, generates the reports and distributes them securely. It's
efficient, reliable, cost effective - and can be fully operational
in a matter of weeks.
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pricing and
trading
Get reliable calculations of unit values for variable
annuities via a tailored feed direct to your system. Our pricing
and trading product is a solution for unit values that provides
daily, monthly and annual accounting, reporting and performance
calculations. Our robust control environment enables exceptional
quality using highly streamlined processes at a very attractive
cost.
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broker
communication
Keeping broker-dealers and investment advisors fully
informed has never been easier. Product information reports are as
simple as point and click. Transactions, commissions, prices,
balances - it's all there, available in both industry standard and
customized formats. Reports can be sent via e-mail, FTP server, or
a direct LAN connection.
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consulting
services
Moving your operations to a 21st-century IT
platform is a big job - and one you want to do only once. Put our
100 years of insurance expertise to work and get in-depth analysis
of your existing operations and IT environment. We can also examine
each of your systems and provide recommendations as you consider
moving to a more modernized environment.
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distribution
support
Independent brokerage agencies can now get technology and
service from one state-of-the-art supplier, delivering
significantly lower per-agent processing costs. Our tailored
processing solutions deliver the information you need, formatted
the way you want it, faster than you ever thought possible. Create
your own customized reporting system and tap directly into carrier
and clearinghouse systems to acquire data in real time. Plus,
you're able to view information from multiple carriers on one
screen for quick comparisons, and process all compensation and
commissions through our MCS.
More information on distribution
support
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