IFS offers insurance solutions that help firms focus on customers, manage compliance and remain competitive.
Enable advisors to better service annuities by giving them one tool for financial transactions like withdrawals and rebalancing, and non-financial functions such as basic account updates, all while enabling fiduciary oversight.
Reduce cycle times and costs, while improving the customer experience—complete the underwriting and policy delivery process and policy holder services completely electronically by facilitating collaboration between all stakeholders.
Simplify the proposal quoting and document generation process for prospective clients. From quotation to policy selection, IFS enables you to automate the entire process.
IFS enables high-volume, complex and tailored custom Certificate of Insurance (COI) and auto-ID generation solutions for field reps and centralized print centers, as well as client self-service solutions for end customers.
Manage policy renewals and gain a better understanding of buying behaviors, resulting in increased sales and client satisfaction.