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Proposal Software

Featuring

The integration of our IT and actuarial expertise enables life insurance companies to solve technology implementation and financing issues at the same time.

Know more about our Life Insurance Administration Solution...

As more countries have adopted IFRS, our actuaries have helped several life insurance companies in the Caribbean region to comply with the Standards.

See details of our Financial Management practice...

 

Technology Solutions > Proposal Software
 

 

Our Proposal Software is a powerful tool for enhancing the sales and marketing of life insurance products, including traditional fixed-premium products, universal life products and investment linked products.

The software application is built on Microsoft Office.  Thanks to the popularity of Microsoft Office and its user friendly environment, anyone who knows the basic Office functions will be able to use our Proposal Software right away.

Software Features

The key features of our Proposal Software include:

·       Simple and straightforward data input screen: provides clear online input tips and input validation messages;

·       Illustration by policy years: helps customers to fully understand the value of the coverage throughout the life of the policy.

·       Illustration by chart: makes the product features easy to understand and compare.

·       Proposals: can be generated easily and quickly.

·       Online insurance tables: allow users to look up tables (premium rates, cash values, etc.) quickly, and helps to create paperless environment.

·       Investment risk analysis: helps customers to understand and agents to explain the universal life and investment-linked policy fund return and risk profile by incorporating deterministic scenario comparisons and stochastic scenario analyses.

More Information...

If you would like to know more about our Proposal Software, please:

 

 

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