MGA's can reduce "submisssion to commission" times through better collaboration between all

Solutions By Role > Advisor Solutions > Insurance

The UNIVERIS Insurance Administration System manages all individual life and health insurance products, including Term, Universal Life, Participating Whole Life, Disability Insurance, Critical Illness and Long-Term Care. UNIVERIS enables insurance distributors to bring operational efficiencies to both their advisor's and head office personnel. The software provides a more efficient and intuitive workflow process, reduces processing times, and can enable a point-of-sale model where required.

How UNIVERIS helps Advisors & Dealers:

  • Intuitive design and rich feature provide advisors with an industry-leading front office system for better tracking and management of all of their insurance business.
  • 24/7 access to client and policy information enables advisor flexibility.
  • Integrated electronic feed and detailed reports provide valuable insights to advisors and investors.
  • Efficiency gains and cost savings in the back office.