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Integrated Insurance Solutions (i² Solutions)
Are you facing the following challenges?
- Complex and different commission schedules for each insurer
- Verifying the accuracy of commission payouts by insurers
- Keeping track of policy application status from different insurers
- Long man-hours spent in preparing insurance reports manually
- Record keeping of memos and policy documents
- A large team of operations staff just to handle daily processing and commission generations
With i² Solutions, these will be history. iFAST offers insurance administration services and IT solutions to FA firms through i² Solutions, an online hosted platform that consists of policy administration, commission generation, business reporting modules, and much more.
With an integrated view with Unit Trust holdings, Advisers are able to consolidate client insurance and investment holdings and access the information with only an internet connection and browser. Clients will be able to view the information any time anywhere.
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