
Infosys McCamish New Business & Underwriting Solution
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For Vendors
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Speak with an analyst
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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
Infosys McCamish New Business and Underwriting Platform delivers state-of-the-art new business and Underwriting solutions to its customers. Our software as a service (SaaS) can transform your Life & Annuity , Accident and Health Insurance business by controlling expenses, accelerating revenue growth, managing risk and creating flexibility in your workflow that eliminates inefficient workaround.
Key Features
Infosys McCamish New Business and Underwriting Platform capabilities includes -
- E-App and New Business Fulfillment
- Multi-Channel New Business Acquisition through Direct to Consumer, Agent Assisted and Traditional Paper Applications
- Accord, DTCC and Custom 3rd Party Integration
- Native E-App
- Integrated Reflexive Questions and Product Templates
- Configurable Forms Builder
- Access to State Regulated New Business Forms library for Annuities
- Trigger and capture e-Signature
- Case Management
- Automated Workflow
- Automatic Case Assignment and Multi Role Access
- IGO NIGO Checks and Follow-up
- Manage Case Requirements and Auto-Request from 3rd party evidence providers
- Suitability Questionnaire
- Out of the box Integration with internal Automatic Rules Engine
- Integration with external Underwriting & Reinsurance Solutions
- Out of the box Reports to track SLA Adherence and Operations Management. Custom Analytics.
- Available Product template library for quick configuration and product launch
- Integration with Agent Portal
- Underwriting and Suitability
- Low Touch Simplified Underwriting – Decision in Seconds
- Full Underwriting with 3rd Party Evidence on Underwriting Workbench, Reconciliation of Impairment with external Evidence
- Suitability Analysis and Scoring
- Automated Decisioning and Rate Recommendation by Internal Automated Rules Engine – Consistent Underwriting Decision.
- API Microservices enabled interface for 3rd Party Underwriting Rules Engine integration
- Configuration of Rules as per Underwriting Guideline, Reusability
- Multitiered Decisioning and Weightage
- Creation of Risk Groups for rapid configuration, Workflows, automatic Work Distribution
- Decision analysis console for historic review Reinsurer Independent
- Integration with Agent Portal
- Out of hte box integration with 3rd party evidence providers for MIB, MVR, Rx, OFAC, etc
Key Benefits
Infosys McCamish quotes and recommends products based on the customer’s lifestyle, financial state, and unique requirements, using digital portals and intuitive workbenches that drive business outcomes through a personalized experience. Integrated intelligent workflow supports full or partial automation of underwriting cases, which reduces cost and time-to-decision, and greatly speeds up policy issuance and assures consistent rating.
The platform, which supports cloud-native microservices for flexible deployment options, is also fully integrated with ACORD Industry standards, external origination systems, as well as data and evidence providers such as MIB (Medical Information Bureau), MVR (Motor Vehicle Report), Rx (Prescription) and Credit Agencies in compliance with all the relevant state laws and other regulatory bodies in North America. Once deployed, the platform shortens the time to process a case from days, to a few minutes or hours.
Key Differentiators are:
Greater Efficiency
- Multi Platform Integration via ACORD, DTCC, XML
- New Business Operations Configurable Case Management Provides Maximum Flexibility
- Underwriter / Actuary Rules Configuration through intuitive user interface
Consistent Decision
- Realtime UW Guidance and visualization of risk (Decision Tree)
- Rules Engine Agnostic with Integrated Visualizations
Simplify the Complex
- Effective Management of Cross-morbidity rules
- Identification and Resolution of Bottlenecks = Reduced Friction
- Real-Time Connection of Front and Back Office to the Middle Office