In today's competitive climate, Manufacturers and Distributors need flexible tools that allow direct control of selling guidelines, compliance rules and product information. They also need a compatible system that can present products with maximum efficiency, while reducing errors,cost and time. Building on the success of Aplifi's AFFIRM™ for Annuities platform, our AFFIRM™ for Life solution streamlines the life point-of-sale process.


AFFIRM™ for Life is a user friendly Order Management system designed to integrate multiple Carrier's complex product rules with a Distributor's processing to generate life new business transactions that are "In Good Order."


Multiple Carriers, Multiple Product Lines for Multiple Users

AFFIRM™ for Life supports order entry for Term Life, Universal Life, Whole Life, Variable Life, Long Term Care and Disability Income lines of business.


Those that Benefit from AFFIRM™ for Life include:

  • Insurance Carriers (Direct or through BGA/MGA)
  • Broker General Agents and Managing General Agents (BGA/MGA)
  • Financial Services Firms (Broker Dealers, Wirehouses, Banks)
  • Independent Producers

AFFIRM™ for Life Carrier and Distributor Self Service Components

  • Forms Management and Library
  • Distributor Rules Management
  • Hierarchy Management
  • Configurable Approval Queue
  • Life Order Entry
  • Reporting
  • Product and Forms Testing

Features

AFFIRM™ for Life is built on Aplifi's award winning ADMServer Framework, a cross-functional software development framework designed to manage data for insurance services. ADMServer has a rich metadata environment, based on ACORD XMLife standards, that defines and creates Databases, Data Translation, Systems Communication and Complex User Interfaces. These functions are used in conjunction with a methodology for describing complex business and processing rules that allow ADMServer to inherently handle communications with distributors, carriers and service providers to access critical point-of- sale information from licensing and appointment checks all the way to application upload. ADMServer is capable of communicating in ACORD, DTCC (NSCC) formats, and a variety of other common industry formats.

 

 

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