Our New Business Acquisition platform for individual and group products provides customized online workbenches for streamlined internal and external workflow management.

Transform your insurance business

Platform facilitates straight-through processing with our high-powered engine that features:

  • My Tasks offers task management queues for each underwriter
  • Manual Referred-to-Underwriter cases based on decisions deferred by underwriting recommendation engine
  • Configurable attributes such as face-amounts, specific demographics or other business rules determine diversion of cases to underwriting task queues
  • Re-assignment of cases by underwriting supervisors
  • Detailed risk assessment worksheets with case details for applicant information, product information, disclosures, mortality factors and external data
  • Discrepancy management and risk class assessment
  • Manual overrides and additional requirements management
  • What-if scenario building for easy evaluation based on variable data input