PolicyBox Gearing Up to Deliver Annuity Prospectuses Electronically
June 16, 2012 by N/A
Tuesday, June 5th 2012
Aplifi’s PolicyBox platform is set to make a major beneficial impact on how annuity prospectuses are delivered. Delivering annuity prospectuses electronically dramatically saves costs and reduces regulatory concerns.
Pompano Beach, FL (PRWEB) June 05, 2012
Aplifi, a leading provider of Life & Annuity Order Management, Client Management and Electronic Document Delivery solutions for the financial services and insurance market segments, announced today that’s expanding its PolicyBox platform to deliver both pre and post sale annuity prospectuses.
With the ever growing demand by consumers to receive documents electronically PolicyBox will help serve the vast industry need to deliver the annuity prospectus to the end consumer while providing an audit log for keeping the books and records up to date for the advisor, distributor and carrier. In today’s world many prospectuses are delivered via mail and are required to be sent prior to the sale and then periodically throughout the year for the life of the agreement. This process is overbearing and expensive to everyone that’s involved.
While many organizations are evaluating eDelivery of these documents, they’re faced with significant price tags and deep integration costs. With PolicyBox, the industry can now implement a successful and feature rich eDelivery platform quickly and inexpensively.
“The life and annuity industry is beginning to embrace more digital media as consumers and advisors become comfortable. The PolicyBox framework allows for the insurance carrier to quickly and easily mange all kinds of documents for delivery”, said Greg Reynolds, Chief Technology Officer, Aplifi. “Allowing carriers and distributors to push out the prospectus associated with an annuity sale or ongoing service is a big step in helping dramatically reduce costs and regulatory issues”.
PolicyBox is a unique “Patent Pending” electronic document delivery system for the insurance and finance industries. This purely Web-based platform provides much more than simple PDF document delivery to the consumer. Instead, PolicyBox allows for each level of the distribution channel to offer its own branding and marketing appeal to its downstream customers. PolicyBox supports the needs of carriers, general agencies, broker-dealers, banks, and producers.
Aplifi (http://www.Aplifi.com), based in Pompano Beach, Florida, is a leading technology provider that focuses on the life insurance and financial services markets. Aplifi offers solutions that facilitate more insurance transactions that are compliant and “In Good Order,” driving increased business. Its suite of flexible and easy to use platforms include AFFIRM for Life, AFFIRM for Annuities, InsureSocket CRM, I-Relay CRM, and PolicyBox. “We Simplify Selling Insurance!”
Senior Vice President Marketing
801-308-2095 ext. 706
Aplifi, AFFIRM for Life, AFFIRM for Annuities, PolicyBox, I-Relay and InsureSocket are all trademarks of Aplifi, Inc.
For the original version on PRWeb visit: http://www.prweb.com/releases/prweb2012/6/prweb9564972.htm