70% reduction in costs for full-cycle administration using STEP Solutions

SaaS Deployment

Customized Portals for external and internal roles

Reduced configuration & deployment time for each additional carrier added to straight-thru U/W system

Reduced administrative and transactional costs/overhead
• Increased manageability
• Self-Configuration and Self-administration by carriers
• Configurable e-apps with editable Q/A’s & branching logic

Standard ACORD forms
• Carrier customized forms
• Configurable, flexible branding and Look/Feel

Configurable Page Navigations & External content
• Configurable document management

Configurable workflow, exception handling

Configurable standardized AMS and ACORD interfaces

Support for delegated Security management

MGA and larger Agencies/Brokers
• External U/W, Actuarial users, Call Centers & CSR’s
• Support for multiple carrier deployments in parallel

Implementation Options

Option 1 – Solution Implementation Option

STEP Solutions works jointly with Client IT to implement modern Origination, Policy Administration & Claims Systems
Systems integration and portfolio management is managed within client environment
Project risk is jointly managed by Client and STEP Solutions

Option 2 – SaaS Hosted Implementation Option

STEP Solutions hosts the Origination, Core Policy Administration & Claims Systems along with document management/ workflow systems
Reduced infrastructure/ operations costs for Client
Faster implementation on Industry standard platform – reduced “custom” functionality
Turnkey implementation with Client providing data for conversion
Interface files provided by STEP Solutions for integration with ancillary systems at Client
Project risk is jointly managed by Client and STEP Solutions
Full suite or specific modules available