System Summary

complete, reliable, fully functional system for back-office life and pensions policy administration
browser-based client/server solution
enables branch/broker/client self-servicing over internet/intranet
straight-through processing
full policy lifecycle - from quotation, to application, to new business & claim, including administration and policy servicing
products: group, single and multiple life, traditional, unit linked, health, interest sensitive and annuity products with premium, cover and benefit escalations, worksite administration of group schemes
use in many branches, currencies and languages at the same time
scanning & imaging for all incoming and outgoing correspondence, including telephone calls
workflow management, with individual operator "to do list" for each user and extensive reporting
anti-money laundering functionality - entire client list automatically checked daily for compliance reporting
corporate general ledger & statutory reporting - standard links
open connectivity with other systems
accounting - double entry
different collection and payment methods
ODBC compatible database for management reporting tools such as Business Objects
reporting to .csv for Microsoft Excel, .html, .txt
secure access - user authority hierarchy (e.g. branch/ head office /supervisor/ administrator/ product designer)
runs under Windows, Unix or Linux, access through ordinary browser (e.g. Microsoft Internet Explorer)
IBM Database
29 installations in 20 countries since 1990
licence cost from GBP100,000

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