Agents and distributors manage compliance requirements such as reporting appropriate information as required by the client relationship model (CRM) and gathering and storing appropriate information as required by the Foreign Account Tax Compliance Act (FATCA).
Univeris provides the core system agents use to manage their practice. It is the nerve centre of client records, aggregated assets, client reporting and investor access. EWMS allows agents to complete all appropriate paperwork and share information with insurance companies and policy holders.
How Univeris Supports Insurance Carriers
- Highly intuitive and easy-to-learn account opening through AccountXPRESS™.
- XPRESSNetwork™ maintains and distributes forms to distributors: ensuring that all forms are completed by the system, and ensuring that the latest forms are kept up-to-date across our network. XPRESSNetwork™ reduces the need for insurance companies to print and distribute forms – enabling our point-of-sale system.
- Through paramedical and carrier feeds, we onboard clients, update policies and transact business.