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The eSuite Component boasts capabilities that include Internet enabled straight through processing of new business, illustrations, agent and client services. Doing business over the Internet has never been easier. eSuite is built upon the ACORD Standards. All communications used by eSuite are in the form of ACORD Standard XML messages.
A fully end-to-end eBusiness solution is created when the LIDP eSuite Component is communicating with The Administrator and AMS (or any other ACORD compliant policy administration and agency management system).
Sales Personnel
- View current book of business
- Perform policyholder services for their clients
- Create new business illustrations
- Repropose changes to existing contracts
- Accept and submit applications from any location in the world
Policyholders
- Perform selected Policy Holder Service functions
- View daily individual fund values
- Create new allocations such as dollar cost averaging,
portfolio balances, and earnings sweeps
Information is presented and transactions are initiated in the clear and concise point and click environment that the public has come to expect on the Internet.
The eSuite Component also includes the eSuite Screen Builder, a GUI tool that allows you to create and modify screens without programmer intervention. For transactions that require multiple screens, the eSuite Screen Builder allows the designer to insert new screens, remove old screens, and change the order of screens.
The eSuite Screen Builder allows any field defined by ACORD to be used in an entirely custom web-based screen. As fields are added to a screen, various options are available for choosing how to format the new text fields, labels, list boxes, radio buttons, date fields and combo boxes.
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