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Worksite & Group Processing

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Intro

The market for developing business at the worksite is robust. Titanium delivers the technology and business functionality necessary to compete. Titanium supports the following:

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

Learn More

Download our white paper for more in depth knowledge about our Group & Worksite Processing offerings.

Let's get started

Questions? Let one of our knowledgable representatives provide you with more information on how LIDP can help your business!