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Integrated Insurance Solutions (i² Solutions)
Are you facing the following challenges?
- Complex and different commission schedules from each insurer
- Keeping track of policy application statuses from different insurers
- Long man-hours spent in preparing insurance reports manually
- Record keeping of memos and policy documents
- A large team of admin staff just to handle daily processing and commission reports
- Having multiple intranet login accounts from various insurers
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, online tracking, and much more.
With an integrated view of unit trust holdings, advisers are able to consolidate client insurance and investment holdings and access the information online. Clients will also be able to view their policy information anytime, anywhere.
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