Wealth Management for Insurance Companies

Ticoon enables traditional life insurance companies to deliver comprehensive wealth management by empowering insurance advisors, MGAs and corporate users with a single view of their customer across multiple multiple life insurance and living benefits systems as well as third party investment and banking systems

Why Ticoon:

  • Simplify the way advisor and users access client information through a single platform
  • Automate new business process and make is easy for your distributors to send you new business
  • Reduce processing times through automation, pre-filled forms & applications and electronic document distribution
  • Reduce costs by distributing documents electronically
  • Reduce costly IT processes required to create and support distributors with data extracts and information services
  • Create a customer service platform that supports all market segments and drives new business
  • Create a web presence

Features:

  • Single, consolidated data, self-serve repository with a single view of the client across multiple life insurance & living benefits systems
  • Branded desktops for insurance associates
  • Co-branded desktops for MGAs and their insurance associates
  • Consumer portal with consolidated reporting from all business & product lines, secure messaging with clients & electronic document distribution
  • Single view of the client (& household) across all business & product lines (regulatory, role & permission based views)
  • Sales & marketing tools for advisors, dealers & MGAs
  • Business intelligence tools and product matching capabilities
  • Consolidated reporting for clients, advisors, dealers & MGAs
  • Workflow automation and integration with business processing systems

Find out more about all the Components of the Ticoon Solution.

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