Financial Mutuals

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Financial Mutuals

We have been working with Financial Mutuals for over 15 years. Our latest policy and member administration systems are built from the ground up using up to date tools and techniques.

Completely browser based as standard, with responsive screens (automatic resizing to match the device being used), and deployable on your servers or in the cloud. Our systems cope with a wide range of products, and are ideal where customisation is needed. Our ongoing research into new tools and techniques keeps things up to date.

Talk to us about new Policy Administration systems, Platform Shifts, data migrations, or individual modules such as Claims or Underwriting


  • Flexible product platform: deal with a wide range of products.
  • New Business processing
  • Member Management
  • Single Customer View
  • Member and bank account authentication
  • Premium collection and Processing
  • Payment Processing with Authorisation
  • Full Agent and Commission Processing
  • Flexible Claims processing
  • Quotes/Surrender value calcs
  • Exits
  • Workflow
  • Great document management capability
  • Letter/email generation: User managed templates.
  • Customer and Broker portals
  • Reporting
  • Data Warehousing
  • Integration with accounts and other systems

Types of product:

  • Life Systems
  • Healthcare
  • Income Protection
  • Savings and Investments
    • Regular Savings
    • BONDS
    • ISAs
    • Child Trust Funds
    • Unit Linked products
    • TESP
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