Ask about our Policy Administration platforms. Key Features:

• Up to Date, Browser Based Technology
• Automated policy administration
• Auto letter/email generation
• Workflow
• Single Member/Customer View
• Sophisticated policy and Member/Customer search
• Integration with online services
• Deployable On Premise or In the Cloud

We cover a wide range of policy types including:

• Cash Plans
• Health Insurance, Guaranteed Life Assurance
• Income Protection: Holloway and Non-Holloway
• Savings Accounts: To Term, Whole of Life, Bonds, TESP, ISA, Child Trust Funds
• Group Schemes

Functionality Covered includes:

• New Business
• Underwriting
• Administration
• Claims
• Premium collection
• Commission calculations - up front, drip feed, clawbacks
• Payment with authorisation control
• Integration to actuarial, and authentication systems.
• Automated Email and Letter generation from Microsoft Word templates.
• Reporting

Reach out to us using the Contact Form.