Life, Health & Annuity

Business Process Management

Many insurers are pondering a revealing question: which came first – business processes or the technology that enables them? What we find in virtually all companies across all industries is that many processes are designed to fit the systems they have, not vice versa.

Doesn't it make more sense to stop asking what do I need to integrate or what do I need to build, and begin answering what do I want to achieve? This is the promise of true business process management: removing the technical barriers to achieving continual success.

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™?
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 do?

Life Portraits ES

What is Life Portraits® ES?

Life Portraits ES allows you to do business anywhere. From the field to the home office, it gives you access to your mission critical business processes for policy placement in a completely electronic environment – freeing up your enterprise to sell from any place where customers prefer to do business.

What does Life Portraits ES do?