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focus:360° life & pension extranet

focus:360° life & pension extranet

what is it

focus:360° life & pension extranet is an agile multi-channel extranet framework that facilitates electronic trading enabling providers to reach a number of distribution channels more cost effectively.  The key steps of the sales process, such as quote and apply, can be built once and deployed many times allowing you to avoid time consuming, bespoke e-commerce developments for each new distribution initiative. focus:360° life & pension extranet solves issues such as how to:

  • drive down the cost of new business processing and client servicing
  • consolidate disparate, costly bespoke e-commerce solutions
  • bring new products and services to market quicker
  • minimise administration support and improve operational efficiency
  • utilise new sales channels to secure distribution and protect market share
  • remove, error-prone paper based processes

useful links

downloads

focus:360° life & pesion extranet brochure



download focus:360° life & pension extranet brochure

 

focus:360° life & pension extranet functional datasheetfocus:360° life & pension extranet functional datasheet

 

focus:360° life & pension extranet functional datasheet

benefits

focus:360° life & pension extranet assists product providers and bancassurers with implementing a single extranet platform to support the rapid delivery of products across multiple channels without incurring significant cost.

With focus:360° life & pension extranet you will benefit from:

  • increased speed to market for new products
  • reduced time and cost in maintaining supporting IT systems
  • increased volume of online transactions
  • a flexible, single platform to support your choice of distribution channels
  • improved customer service through client centric systems and pre-population of data
  • an enhanced service proposition to your chosen target audience

functionality

focus:360° life & pension extranet includes a breadth of functionality that enables the solution to be rolled out across multiple products, user groups, channels and brands with the ability to  interface with a variety of internal systems and a selection of market leading external tools.

summary

  • multi-tiered user hierarchy providing users with different brands, sales processes and access rights according to their role
  • support for Origo’s Unipass digital certificate for the storing of adviser registration details
  • case management functionality including storage, retrieval and management of quotes, illustrations and applications
  • client management functionality, providing a single view of the client’s provisions, holdings and up-to-date valuations
  • standard interface into market leading stochastic modeling tools
  • pre and post sales illustrations
  • new business application forms
  • consumer portal to enable client’s to view their portfolio’s performance