Step 01
Quotes & Illustrations
Compare products. Show potential outcomes. Carry the case forward.
Solutions
Life & Annuity Software Solutions
Technology for the life and annuity lifecycle — from quoting, distribution, and new business through policy administration, servicing, and fund operations.
Distribution & New Business
Everything from the first product comparison to a validated application moving into underwriting.
- Step 02
CRM & Agency Workflow
Keep the client, case, producer, and payout connected.
- Step 03
eApp & Order Entry
Order entry built for what happens next
- Step 04
Life Insurance Underwriting
Automate workflows. Focus underwriters on cases that need judgment.
Core Administration
The system of record, the servicing layer above it, and the daily separate-account cycle beside it.
- Step 05
Life & Annuity Policy Administration
Build for change. Support governance around the system of record.
- Step 06
Inforce Policy Servicing
Modernize servicing without replacing the system of record.
- Step 07
Fund Operations
Support a controlled daily cycle, from NAV to reconciliation.