TL_2.1.18

White Papers for Insurance Technology and Administration Software

  • 7 Tips for Modernizing Your Organization’s Policy & Procedure CommunicationBy

    Clear Policies and Procedures are essential for regulatory compliance and keeping employees trained and operating the right way. Yet, most organizations’ communication methods are quickly becoming obsolete. More than once we’ve heard about a company spending over a million dollars on a system...
  • Industry's first DOL ready Annuity Maintenance Platform (AMP)By

    Annuity maintenance Platform (AMP) allows carriers to do in-force transactions – both Financial and Non-Financial. These include Withdrawals, Fund Transfers, Dollar Cost Averaging, Asset Re-balancing and changes in Name, Contact Details etc. With the recent DOL changes, AMP is continuing to grow...
  • Deploying an Enterprise Platform for a new Division of a Major CarrierBy

    A leading global insurance company’s newly formed Accident and Health (A&H) Division needed help with designing and deploying a fully automated , rules based, real-time A&H Enterprise system for new products. The client required a single, web-based, product agnostic, platform that would operate...
  • Venture Insurance Programs Success StoryBy

    COMPANY CLOSE-UP Venture Insurance Programs is a full-service program administrator providing specialty coverage for Golf Clubs, Social Clubs, City Clubs, Resorts, Boutique Hotels, 4/5 Star Franchise Hotels, Hunting & Fishing Lodges, Plantations, and Golf or Hotel Management Companies. The...
  • 9 Pitfalls for Small Businesses to Avoid When Choosing a Document Management SolutionBy

    Small businesses are always looking for ways to improve efficiency and profitability. One of the best ways to accomplish this is by using a Document Management System (DMS) to save time, office space, and money when it comes to managing all your company’s important paperwork. This list of 9...
  • Electronic Document Management: Capture the BenefitsBy

    Today, it’s hardly a secret that EDMS (Electronic Document Management Systems) deliver significant monetary savings and numerous other advantages over the use and maintenance of hard copy records. Consequently, you can bet that any company or firm looking to expand profitability and viability...
  • The Seven Deadly Sins of P&C Policy AdministrationBy

    We know how to do P&C policy administration right – but we also know what can go wrong. These are the seven deadly sins of P&C policy admin.
  • Technology IndependenceBy

    Technology, you can’t live without it, but how do you keep up with it without breaking the bank? It’s the age old issue that companies continue to face; only today technology is evolving at an ever faster pace....So the question remains, how do you develop your life insurance sales applications...