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)
- 30 installations in 20 countries since 1990
- licence cost from GBP100,000
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