By Equisoft
A MUST-HAVE, REGULATORY-COMPLIANT TOOL TO GROW YOUR BUSINESS The Financial Needs Analysis module offers advisors a precise assessment of a client’s current financial situation and future needs, including their financial profile (cash flow and net worth) as well as their retirement, education and... Read more »
By Equisoft
FREE 15 DAY TRIAL This sales-oriented, compliance-friendly module helps financial professionals prepare compelling, well-documented proposals and Investment Policy Statements in four easy steps: 1. Review the current asset mix Determine true, up-to-date portfolio asset class exposure based... Read more »
By Equisoft
FREE 15 DAY TRIAL This sales-oriented, compliance-friendly module helps financial professionals prepare compelling, well-documented proposals and Investment Policy Statements in four easy steps: 1. Review the current asset mix Determine true, up-to-date portfolio asset class exposure based... Read more »
IntelliXform™ is a highly configurable, secure, scalable, mobile and web portals platform for digital transformation in P&C insurance. It significantly boosts customer experience while enabling sales engagement & digital distribution. It offers quote, policy, billing and claims servicing to... Read more »
By Tropics Software Technologies, Inc.
WebTropics extends Tropics' functionality and benefits beyond internal users to agents and policyholders by leveraging the Internet through this web-based system. Insurance agencies, producers, and policyholders can access information and interact with the insurance company via the Internet... Read more »
24 X 7 Web-based EDI service from CovalentWorks performs around the clock to make your job easier. We take care of everything you need in a complete EDI solution for compliance with your customers’ exacting EDI and GS1-128 (formerly known as UCC-128) bar code label requirements. You will... Read more »
Unlike a typical marketing agency or design house, Artizan specializes in the insurance industry. Our expertise provides you with a professional looking site, complete with the features and functions agencies need to be successful in today’s online market place: • Insurance Content... Read more »
WebFOCUS is a comprehensive business intelligence (BI) platform that enables smarter decision-making from everyone at every level of your business, whether inside or outside your organization. As the leading provider of BI solutions for large-scale, customer-facing, and third-party partner... Read more »
By activePDF
activePDF® WebGrabber™ is a server-based, scalable, HTML-to-PDF and URL-to PDF-converter, allowing virtually anything that can be viewed in a web browser to be converted to PDF. Read more »
By Wipfli, LLP
Differentiating your company is so important that you probably spend a great deal of time on this already. One important way to do so is through service. Typically policy information is exclusively in the policy system, claims information in the claims system, and billing data in the billing... Read more »
By Simility
Simility pulls huge volumes of data from disparate sources, and the most relevant signal is presented to analysts in a single interface so they see the signal without noise. Manual rules, machine learning and Device Recon data are all incorporated into a single fraud profile for each user. The... Read more »
As industrialization triggers the growth of net written premiums in workers' compensation systems, it also brings in challenges and opportunities for insurers. For efficient and disciplined underwriting along with cost-effective claims management, insurers require unique enterprise-wide... Read more »
CSC offers administration solutions to P&C carriers with fully integrated workers’ compensation processing capabilities that support all states, both monopolistic and non-monopolistic. The fully integrated solution set includes completely automated document management functionality that enhances... Read more »
The workers' compensation module integrated with SIMS™ is capable of handling the nuances of each state. In addition to the SIMS Claims™ core functionality, the workers' compensation module manages: Wages/disability rates; Managed care; Special handling at the insured level; Three point... Read more »
By Tropics Software Technologies, Inc.
Advanced technology, business efficiency, and exceptional customer service are the building blocks of Tropics Software Technologies' Policy Administration System. The policy system uses a framework of workflow and document automation / management to provide the utmost productivity to an... Read more »
By Integrated Document Technologies, Inc. (IDT)
Maximize Operational Efficiency, Maintain Regulatory Compliance, and Achieve Accountability. Workflow and Business Process Automation from IDT gives you a competitive edge. Read more »
By SumTotal
SumTotal Workforce Management rules-based platform delivers fully integrated solutions for all aspects of workforce management. Going beyond traditional workforce management systems, SumTotal's workforce management solutions can significantly improve the efficiency of your business, enhancing... Read more »
By Calabrio
Calabrio Workforce Management makes it easy for contact center managers to forecast accurately, develop schedules for multiple sites, track key performance indicators, and manage real-time adherence. Calabrio Workforce Management provides easy access to the information your schedulers need... Read more »
By Capgemini Financial Services
Featuring data from over 15,500 customers worldwide and 165 insurance executive surveys, the World Insurance Report 2015 from Capgemini and Efma analyzes the advent of several major disruptors coupled with an alarming drop in positive customer experiences and suggests insurers need to take a... Read more »
The enrollment process has become an increasingly important function for Group Insurance carriers to ensure success of employee benefit plans for carriers, agents/brokers and plan sponsors. With the continued increase in the use of voluntary products by employers to offer choice and manage the... Read more »
Wynsure as a Service is a hosted multiline policy admin product that focuses on Group Benefits (L&H), Individual Life, and Credit Protection Insurance segments. It is a configurable multilingual policy admin system. It meets end- to end functional requirements in the chosen industry segments... Read more »
Our world is changing quickly. Customer expectations are becoming more focused towards flexibility and self service through accessible tools and data that enables the best decisions for their future. These digital age expectations require a close examination of current business models, processes... Read more »