Life and Annuity
Scalable back office support for your policy administration
The life insurance and annuity marketplace encompasses a broad range of product offerings, each requiring attention to detail and a depth of industry knowledge for accurate and timely processing. IAS offers administrative services for a wide variety of life insurance products, including:
- Universal Life
- Traditional Whole Life
- Term Life
- Fixed Annuities
We perform all of the major administrative functions to manage your life and annuity business and work closely with you to develop specific insurance policy benefits that ensure full compliance and seamless administration. The business services we provide include:
Application Processing – We accept applications by mail, online, by phone, and through point-of-sale, giving you maximum customer reach.
Policy Issue – We will issue or decline insurance policies based on the specific set of standards that you establish.
Customer Service – Our highly trained staff provides a seamless customer service experience for your policyholders and can answer questions on topics ranging from insurance benefits to claims, with full knowledge of your company’s culture and mission.
Accounting – Our dedicated financial team is responsible for all information for insurance and reinsurance accounting and reporting, while our commission accounting staff manages all of your agent commissions and questions from producers.
Information Technology – Our in-house IT staff continually customizes our systems to meet new and evolving client needs, based on the latest technology and market trends.
Compliance – We keep you up-to-date on the latest state and federal legislative changes, create your policy forms, file forms for approval, and prepare and submit annual reporting, certifications and rate increases.
Focus your resources on strategic planning to position your business for growth, and let us handle the paperwork and processing for your life and annuity customers. To learn more about our top-quality insurance administrative services, call us today at (727) 584-0007 or contact us online.