Current
offerings of software solutions:
E-delivery of the Life Policy
PolicyBox (see more detail below) is a tool for
e-delivery; or any document that needs a downstream process to control it. This is a really cool tool that helps
you reduce your costs, improve customer satisfaction and improve your ability to place cases more effectively.
This product also allows customizations for any market you are active in or by distributor. Included is a
very robust e-signature capability, out of the box, so to speak.
PolicyBox is currently being reviewed by some of the
larger carriers in the industry and is a growing trend in the market place for companies to evaluate for both the LIDMA and
NAILBA groups.
We are working on expansion
of PolicyBox to do more than just the policy as this process can easily be expanded
to many other "documents" in the Life insurance process such as post issue documents for Policy change (amendments,
beneficiary changes, etc).
e-Application (including e-signature)
This is a very robust e-application
tool that has been popular in the agency and direct markets. The tool comes with an approved e-signature that has been
reviewed and approved in several markets including Life Insurance and medical data collection, as examples.
This product is supplied by MARKETech, a premier provider of e-forms processing
and many years of experience in e-signature support.
Call Center Data Collection
ExpressApp is a product
that allows you to set up a call center collection of information for both the Part 1 (Application) and Part 2 (Medical
Data). One of the key features of our product is the ability to fill this out yourself, contract with external
parties to collect this information OR a combination of these. You can add or subtract call centers
based on service and not their ability to set you up and maintain your forms. You control the entire process from an
internal dashboard of data and reports.
ExpressApp also
comes with a robust "client side editing" feature that allows you to get incomplete data collected by the Paramed,
the Proposed Insured via an interactive process. This allows complete freedom to make the process flexible to
your market and business channel.
OnDex by Red Wolf Online
OnDex The OnDex Reference
Platform is an enterprise class, web-based Knowledge Management Tool that is the chosen solution by leading insurance companies
for their underwriting, policies and procedures manuals. OnDex features an advanced Content Management System (CMS), role-based
publishing workflow, and integrated email communications embedded into the platform; transforming printed guides and manuals
into powerful, self- managed, online resources. Red Wolf Online has leveraged its domain knowledge and subject-matter expertise
in developing information technology solutions for insurance and reinsurance companies and has developed a technology platform
that takes advantage of the standardization of form and function. OnDex increases
productivity for user groups through the increased speed of search and through the categorization, classification, and display
of pertinent data – presenting the right information to the right people, at the right time – get OnDex and Save
a Tree!
Agency CRM
The Agency CRM called I-Relay
(via Blue Frog Solutions) is a tool to manage your agencies and they can in turn manage their agents.
It is a tool built for the Insurance industry and is already deployed in many Carriers and thousands of agents.
I-Relay is a cutting edge client
management and marketing solutions provider to the insurance and financial industry. We are tens of thousands of users
strong and growing everyday.
Our solutions are scalable from
one producer shops to large scale enterprise customers with thousands of producers and support staff. Our goal is simple.
It's to help producers, just like you, double their income or work half as much with our easy to use and robust set of tools.