Life, Health & Annuity

PTE Financial Solutions

What is PTE Financial?
PTE Financial solutions are insurance-specific applications designed to handle the unique cash, statutory, and GAAP reporting requirements of insurance financial accounting. They are particularly attractive to start-up and small to mid-size insurers because they can be installed quickly and are easy to maintain.

What does PTE Financial do?

RegEd Licensing and Registration

Our licensing and registration offerings are complemented by our continuously updated electronic library of compliance requirements, SRi, our ASP CE tracking and noticing system, CE Central, and RegEd's state producer data reconciliation service, Rxconcile.

PRO Financial Solutions

What is PRO Financial?
PRO Financial solutions are insurance-specific client/server applications designed to address the unique requirements of insurance financial accounting and reporting.

  • Used by more than 100 insurance companies, ranging in size from start-ups to over $4 billion in direct written premium
  • Support Microsoft SQL Server and Oracle databases
  • Compatible with industry-standard report writers

Power2Pay Disbursements

What is Power2Pay?
Power2Pay is a client/service solution that empowers business offices with a full range of print and electronic payment options and extensive security features to prevent the growing threat of fraud.

What does Power2Pay do?
This flexible solution accepts payment data from your payroll, accounts payable, claims, and other source systems—then it generates the desired form of payment. Consolidation of these functions streamlines overall reconciliation, reporting, and cash management activities.

LifeSuite Automated Underwriting

What is LifeSuite™ Automated Underwriting?
LifeSuite is a scalable, web-based solution for new business and automated underwriting. It streamlines workflow, automates underwriting and manages the entire new business process for carriers and their distribution channels.

What does LifeSuite Automated Underwriting do?

ID3 Policy Administration

What is ID3?
ID3 is a complete life, health and annuity policy administration system fully integrated to support every step of the insurance value chain in a straight through processing environment.

What does ID3 do?