Individual and Group Insurance Management Platform - Life & Pensions Reviews & Product Details

Implementation-ready policy administration platform for group life insurance and pension schemes, supporting defined benefit, defined contribution and hybrid plans, term life, AD&D and long-term disability. Insurers and administrators manage employer accounts, schemes, policies, members, beneficiaries, coverage, renewals, contributions, billing, payments, claims and documents in one environment. Bulk member intake, validation, configurable workflows, approvals, audit trails and role-based access reduce manual work and improve control. Financial functions cover contributions, reconciliation, invoicing, receivables, payment allocation, GL posting, pension funds, investment allocations, account balances, units and valuations. Portals give brokers, employers and members access to policies, benefits, pension accounts, fund allocations, documents, requests and claims. Dashboards provide reporting across policies, members, finance, claims and investments.