Pension Auto Enrolment assistance
Product Administration - update systems and produce client details for sales of new products
Policy Document Data Transfer from legacy system to new Applications, Systems, 3rd Parties.
Products Sales Support - customer data gathering, adherence to compliance and rules of sale
Broker CUE (Motor) - compares customers reported accident claim history data with actual.
Bulk Payments (Motor) - updates policies following claims made through specialist claims companies.
Bulk Recoveries (Motor) - updates policies of vehicle recovery amounts and fees supplied by third parties
Unallocated Cash Report - works a report and writes off any cash discrepancy under a certain value.
Deceased Notification - processing of insurance policies following notification of a death.
Insurance Comparison - downloads leads from Internet Comparison providers and loads entries to lead management system
Compliance Reporting Automation - automated preparation of reports for the PRA
Marketing Campaign Support - high speed response for back office automation to support new product launches, product incentives
Credit Card Rejections - works a report of rejected card payments and over a period sends letter to the customer before ultimately cancelling the insurance.
Credit Card Unmatched - retrieves cases to work from a report and, where applicable, writes off any cash discrepancy.
Redemptions Processing - cross checking to multiple systems for Compliance assurance
Payment transfer - paid directly to a client or reinvested/distributed to other products across multiple systems or third party applications
Right of Set-Off and Debt Recovery
Funds Transfer - from multiple legacy policies/system into a more modern, flexible system
Amend Standing Order, Direct Debit, Address details across multiple systems
Accounts Data Mismatches across disparate systems.
Receive/track dividend, interest, and amortized principal payment information and collect the distribution of all dividend and interest allocations
Simplifies/Enforces the management of complex entitlement policies