Sales Offer System

  • Use all product possibilities to enhance sales
  • Manage and integrate subscription data
  • Support business sales efforts

What?:

  • Do you want to enhance connections with your brokers by offering them support with a tool that provides simulations of your products?
  • Do you want to assist non-life brokers who want to start offering life products, or visa versa?
  • Does your system of offers allow for comparison of returns and remunerations, capital and additional cover, optimising tax benefits, issuing subscription bulletins, and both general and specific conditions, in addition to calculating premiums?
  • Do you encounter difficulties when it comes to gathering offer parameters in order to write polices? Do you still use manual coding? Have you considered an automated encoding platform?
  • Does the adaptation of your pricing programmes by your IT department respond quickly enough to market demands? Do your special conditions fully reflect all the elements of your products?

Why?

  • To assist account managers and brokers in their sales efforts towards clients
  • To improve communication between commercial teams and the company's back-offices
  • To promote new products while developing a global approach within the company
  • To refine and adapt complex offers to meet specific needs

Who

From front office actors (brokers, account managers, business development managers, business project managers) right up to back-office actors (policyholder services, medical verification services).

How?

  • Analysis of your needs
    • Setting tariffs for premiums
    • Term simulation
    • Fiscal benefit optimisation
    • Gross and net comparisons
    • Risk evaluation tables
    • Selection of life guarantees: Retirement, Death, Survivor, Orphans' benefit, Invalidity benefit, Exoneration of premiums, hospitalisation, complementary capital, pension calculations
    • Selection of non-life guarantees: public liability, accidents, theft, buildings, contents, legal protection, personal protection
  • Analysis of development :
    • Accessibility via the web, intranet, distribution on CD-Rom
    • Degrees of variation
    • Look and feel
    • Centralisation of data
    • Synchronisation with a central data base
    • Managing a multilingual environment
    • ntegration with your management systems
  • Analysis of documents to be issued
    • Offers, subscription bulletins
    • General and specific conditions
    • Transfer bulletins
  • Establishing a timetable for the different phases of the project
  • Developing and testing with you teams

The advantages of Elips Actuarial Services ?

Our expertise

  • A team of actuaries with experience of IT process development
  • Several years of front-office experience

Guaranteeing results

We offer undertakings on deliverables, budget and planning

Project management

We can manage all the organisation, delivery and follow-up on a project

Transfer of know-how - training

We deliver a common management team, blending our experts with your specialist staff. At the end of the project, those staff will be fully capable of maintaining all the tools.

Elips Actuarial Services References

We have undertaken these types of operations for one of the major companies active in the Belgian and Luxemburg markets.