Intellect Distribution & Service Suite
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
Intellect Distribution & Service Suite (DSS) is built to allow insurers it innovatively transform at their pace. Intellect DSS comprises of 7 apps that are built in a modular manner so that insurers can deploy one app or any combination of apps depending on their appetite and need. The Insurance and wealth specific modules span Lead Management, Financial Needs Analysis, Quote & Illustration, eApplication, Profile Management, Customer Servicing and Product Configuration. This suite has been deployed across web and mobile and is designed to provide an omni-channel experience for multiple users types (Agent, Service Representative, Customer). Pre defined APIs provide easy integration to internal or 3rd party systems.
When integrated with Intellect data Extract (IDX) a cognitive intake tool built for insurance with deep learning algorithms, applications and supporting evidence in multiple formats (ACORD, Custom, Excel, Word, etc) can be seamlessly extracted, validated and information enriched for faster turn around and STP when within appetite.
Intellect DSS roadmap includes integrating wellness and health data packages from external vetted sources to provide the insured better management of their overall life aspects (health, wealth, community support, educational) and to provide the insurer deeper insights to the insured for better appetite matching and risk mitigation insights.
Key Features
Channel Management: check agent licensing and appointment; agent segmentation; multi method communication; campaign tracking; agent/broker hierarchy management;
Lead Management: lead categorization & management; 3rd party lead uploads; campaign to lead type management; follow up/requirements/status tracking; lead closure to target;
Product Configuration & Underwriting Rules Engine: design and manage product specifications and versions; rating/underwriting/pricing rules; configure agent/broker segmentation/campaign; premium calculators and scenario modeling
Financial Needs Analysis:
Quote & Illustration: generate quote; compare quotes; scenario modeling; generate illustrations
eApplication: application submission with dynamic questioning based on prior response; automatic data re-population (no rekey); data validation for accuracy; e-signature; data prefill from external sources; upload and import data from excel; online payment capability
Profile Management: complete Agent Profile (book of business; goals to revenue generated; personal information; campaigns; targets; quotes & applications in pipeline; etc); Customer Profile dashboard (quotes & applications in progress; policy view; billing & payments status; claims initiation & status; case status; personal profile; beneficiary view; etc)
Customer Service: endorsement requests; beneficiary management; claim initiation & requirements management; name change; address change; document uploads (proofs); policy detail view; make payment; billing inquiry & history; premium history fund transfers; fund allocations; premium mode and/or method changes; cancel requests; policy renewals and terminations; transfer and rollover requests; etc
Workflow & 3rd Party Evidence Ordering: underwriting (medical, pharmaceutical, DMV, etc);
Requirements Management: design and manage workflow rules; non-medical requirements management and reconciliation; audit rules management; underwriting requirements workflow; 3rd party data and payment management (MIB, MVR, Pharma, paramed, payment, etc); SLA management; endorsement and amendment requirement management
Reporting and Analytics: management reporting; data analytics; performance analytics
Integration: Pre defined and dynamic API creation
Key Benefits
Some key benefits noted include:
1) Indian Insurance Giant
First App (module) released in just 3 weeks)
Web/Mobile Stats: >10m customers; >1m Agents; >400m policies; >3.5m transactions/day
Social Media integration and sign up with Google+, facebook and twitter
E-KYC authentication and service request framework
2) One of UK's leading Insurance and Wealth Managers - Advisor channel innovation
40% faster at 25% lower program costs
Immediate license savings of over $1M
3) Canada's Largest Financial Institution
Multi channel, multi product, multi device transformation delivered in half the time
$34M savings in program cost
Completed 3 major milestones in 14 months