DEVELOPING INNOVATIVE STRATEGIES

ACHIEVING GROWTH

ABOUT US

Insurance and Financial Service Professionals helping our clients through providing cost effective solutions across Technology, Distribution, and Products.
 

SERVICES

 
TECHNOLOGY

 

  • Interfacing with broker and client platforms

  • Challenges with consuming and transmitting data

  • Inflexible, legacy systems that fail to capture and manage data efficiently

  • Rigid Policy Administration, Commissions, Billing, Payments and Claims systems and solutions for sharing data between and across platforms

  • Providing cost effective alternatives to converting or upgrading legacy systems

  • Enabling more seamless data management

  • Data analytics, reporting, dashboards and machine learning

DISTRIBUTION

 

  • Cost-effective front-end solutions for enrolling individual, small case and group coverage and services

  • Direct to Consumer, Agent Assisted, Retail, Census Driven and Group

  • All product lines (Life, Disability, Core, Medical, VB, Ancillary, P&C)

  • Universal format intake systems and processes

  • Portals structured at the individual and Aggregate (Rollup/Divisional) levels for tracking detailed performance and outcomes

PRODUCT
  • Market research driven Innovative plan designs

  • Platform extends the reach of our clients’ products through accessing new markets and segments

  • Extracts costly inefficiencies and helps others by returning majority of value to marketplace customers in the form of lower costs and broader options

  • We enable HDHP/HSA and other consumer directed healthcare solutions that has accelerated the acquisition of supplemental health products

 

CONTACT US

(850) 588-7279

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