Case Management

• Client Information
• Employer
• Marketing Company
• Enrolling Company
• Writing Agent
• Servicing Agent
• Names
• Addresses
• Contract Information

• Case Rules and Variations
• Location
• Employee Class
• Payroll Mode
• Department
• Issue State
• Application State
• Full/Part Time
  
  
• Case Specific Enrollments
• Customized Products
• Underwriting Offer
• Commissions Paid
  

Enrollment

• Group Data Entry Screens
• Individual Certificate Screens
• Fixed Format Data Transmission
• ACORD Standard XML Transmission

Product

• Traditional Life
• Non-Traditional Life
• Health
• Annuities
• Customized by Case/Enrollment

Underwriting

• Underwriting Offer
• Minimum Face Limits
• Maximum Face Limits
• Minimum Premium Limits
• Maximum Premium Limits
• Policy Counts
• Part 2 Questions
• Expert Underwriting
• Supports JSR-94 compliant rules engine option
• Automatic Issue
• Automatic Decline
• Alter Underwriting Level
• Assign Underwrite

Certificate Management

• 100% Real-Time
• Increases/Decreases
• Re-Enrollment
• Billing Changes
• Accounting
• Maintenance

Billing/Collection

• Consolidated/Segregated Bills
• All Frequencies
• Location Sensitivity
• Over/Short Rules

Group Processing

• Group Dissolve
• Activation
• Reinstatement
• Agent Changes
• Mass Changes