– Product design (rules, eligibility conditions, channels…)
– Several types of products
supported: savings, capitalization, provident fund; Individual or Group
– Possibility of attaching several guarantees and being able to personalize each guarantee (benefits)
– Several simulations (capital & by annuity)
– Creation of the proposal and policy transformation via workflow
– Group underwriting, members upload by file
– All types of endorsements
– Notification and pension claims management
– Request for benefits with eligibility checks, configured workflow
– Creation of annuity files, generation of periodic annuities
– Certificate management
– All types of collection depending on the product configuration
– Management of net asset values for the Unit-linked (order book & transaction notice)
– Disbursement of claims
– Easy opening to distribution networks
– Reduced management costs
– EDI interfacing: Direct debit, mass transfers, etc.
– Integrated Workflow
– Interfacing by webservice or API with third-party systems (banks, etc.) and legacy