Application Workbench

STEP Solutions provides an extensive Enterprise Portal with integrated document management, task management and workflow capabilities to fully manage your Life, Annuities and Health new business origination. Our platform provides the following robust features:

  • Automated workflow and case management features for agents
  • Prospect and lead management
  • My policyholders feature provides collaboration and policy management
  • Product driven application data entry and data validation
  • Reflexive Questions & Answers

Full support for new business origination

  • Long Term Care
  • A&H (e.g. Disability Income, Hospitalization)
  • Medicare Supplement
  • Universal Life
  • Variable Universal Life
  • Interest Sensitive Whole Life
  • Traditional Life (Par, Non-Par, Term)
  • Deferred Annuities
  • Variable Annuities
  • Payout Annuities
  • Combo Products

Powerful straight-through processing engine for underwriting data validation

  • Customized Sales Illustrations & Quick Quotes
  • Configurable Agent Workflow
  • Agent Credentialing
  • Agent Continuing Education
  • Document Management
  • E-signatures