Innovative Software Solutions’ web-based sales support
system is a sales management tool allowing updates and revisions/changes
to be managed in a central location. The Financial Services Point of
Sale Solution has the flexibility to incorporate and distribute ongoing administrative
changes to information, such as marketing collateral, applications,
regulatory literature, etc.
As the financial service provider takes
their client through the application process, the Financial Services
Point of Sale Solution creates numerous efficiencies by providing intelligent web-based forms. These customized
forms include your business rules and integrate with your existing systems
so any pre-population requirements can be fulfilled. Therefore, once a user,
either in the field or at the office, has a completed and signed application,
he/she will be able to electronically submit it via an ACORD compliant XML
transaction back to the home office. Effectively, the home office will be
in receipt of all the information captured during the application process;
this information can be routed to any administrative system, including
Innovative Software Solutions' Policy Administration
System.
By web-enabling your distribution channels and automating your application
process, your organization will benefit from both time and cost savings.
As a result, a reduction in turnaround time will lead to a shortened
sales cycle.
| Solution Features |
Benefits |
| Online distribution |
Elimination of costs associated
with agency or agents update |
| Application analysis and custom
electronic underwriting systems |
Reduced operating costs and
systems tuned to corporate needs |
| Full system integration
(including easy integration with any NAIC-compliant product illustration system) |
Easily customized system that may be
placed quickly in production allowing immediate/direct delivery to client or agent |
| Electronically generated needs analysis
with product illustrations |
Quick turnaround for product information,
with potential reduction in time to market |
| Electronically generated needs analysis |
Information provided within seconds
based on provided data |
| Sales management reporting and tracking
based on system utilization data |
History/monitor of sales activity data
(e.g., number of times an illustration or need analysis is run for a client or
potential client) to improve and develop complex sales strategies |
| User-friendly intuitive web-based interface |
Easy-to-use design; guiding users effortlessly
through content |
| Adobe PDF documents and/or
electronic forms via MAPS e-Forms |
Decrease form management costs,
increase speed processing time with documents instantly available for viewing,
authorization and submission |
| Remote Internet access with
multi-tiered security levels |
Information is readily accessible
across the Internet; customizable security permission levels provide instant
access to data based on user ID |
| User-defined client history reports |
Customizable views that sort, filter,
and present data based on selected criteria |
| Custom features available on request |
System streamlined to fit needs without
presentation and storage of unnecessary information |
| Fully customizable smart forms applications;
Adobe PDF documents and/or electronic forms via MAPS e-Forms |
Only requisite data collected,
based on state, rider, health questionnaire and other selected policy variables |
| Industry standard centralized data structures |
Single storage location, facilitating data
security and backup while allowing access by authorized users |
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For a Live demonstraton of the Financial Services Point of Sale Solution please contact a sales representative at
800-837-2187
or email: info@iss-maps.com
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Technical Highlights
Developed for Windows NT Server or Windows 2000 Advanced Server, Internet Information Server utilizing Active Server Pages, JavaScript, and SQL Server 7.0 or 2000.
An Internet web browser is the required user interface; IE 4.01 or greater (or Netscape 4.5 or greater) is recommended.
To print forms correctly, Adobe Acrobat Reader 4.0 is required.
Note: We will be developing this product to be deployed on IBM platforms with WebSphere Server and JAVA components
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