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Monthly Title Review
Title - NaviSys Front Office
Author - NaviSys

Short Description

Offers unmatched customer sales experience to producers, policyholders and home office staff alike. As a provider, you can also look forward to streamlining your sales and service, completing illustrations, quotations and applications quickly, closing sales in record time, and building lasting customer relationships.
NaviSys Front Office Download


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- VIP Aggregate Funding
VIP Aggregate Funding Description
The VIP Aggregate Funding Component automates much of the tedious processes involved with adjusted underlying insurance policies required for multi-life case illustrations, where policies are typically owned by a corporation (COLI).

 

There is frequently a need to extensively tune the underlying insurance policies to achieve desired objectives—a time-consuming, trial and error process. By automating that process, the VIP Aggregate Funding component saves the producer significant time and increases sales potential.

VIP offers four standard methods for aggregate funding, which combine the flexibility of VIPs case design capabilities with sophisticated funding methods that appeal to producers working in this market.
- VIP Aggregate Funding Download
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