IFS delivers mission-critical business process automation solutions to some of the world’s largest insurance providers. Today’s insurance brokers and carriers are looking for ways to lower their costs by streamlining operations, while enhancing customer service and attracting top talent. Automation is a critical component in successfully driving these initiatives in this fiercely competitive landscape.

Solutions for Insurance

IFS offers insurance solutions that help firms focus on customers, manage compliance and remain competitive.

Annuity Maintenance

Annuva, our annuity maintenance platform, enables 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.

ePolicy Delivery

expedite, our eDelivery platform, reduces 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.

Proposal Generation

Simplify the proposal quoting and document generation process for prospective clients. From quotation to policy selection, IFS enables you to automate the entire process.

Certificates of Insurance

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.

Policy Placement & Renewal

Manage policy renewals and gain a better understanding of buying behaviors, resulting in increased sales and client satisfaction.

IFS’s Solutions for Insurance Help Firms

  • Improve operational efficiency, while providing management over customer-facing processes like proposal generation, policy placement & renewal and certificates of insurance
  • Provide a modern, browser-based interface for process automation that easily integrates with your policy management and other legacy systems
  • Decrease overall costs, while improving customer service and offering maximum value to your customers