Group Insurance Management Platform for Life & Pensions

A comprehensive policy administration system for group life insurance and pension schemes that covers defined benefits, contribution, hybrid plans, group term life, Accidental Death and Dismemberment (AD&D), and long‑term disability.

Book a demo Group Insurance Management Platform for Life & Pensions

Who can use the platform?

All who are involved in managing and using life insurance and pension schemes can use our platform.

Key modules

Dashboard and workspace Dashboard and workspace

Provides role‑based dashboards and operational workspaces for administrators, insurers, account managers, and operations users.

  • Role‑based dashboards
  • KPI widgets and alerts
  • Work queues
  • Personalized workspace views
Dashboard and workspace

Client management Client management

Manages employer or corporate client entities that act as policyholders in the group life and pensions platform.

  • Client profiles and account overviews
  • Linked schemes and policies
  • Members, contacts, claims, billing
  • Audit and access control

Member and dependent management Member and dependent management

Manages employees, covered members, dependents, and beneficiaries through dedicated flows.

  • Member directory
  • Member onboarding
  • Dependents and beneficiaries
  • Life event changes
  • Member status tracking

Life product configuration Life product configuration

Provides features for creating and maintaining life insurance products configured specifically for group life use cases.

  • Life product setup and configuration
  • Version history and product status management
  • Group life product catalogue
Life product configuration

Scheme management Scheme management

Provides the ability to create and manage benefit schemes within a group structure.

  • Scheme creation and scheme details
  • Enrollment parameters
  • Linked benefits
  • Plan comparison
Scheme management

Member data intake and bulk upload Member data intake and bulk upload

Provides flows for importing members through bulk upload files, field mapping, validation review, staging, and exception handling.

  • Bulk member upload
  • Field mapping
  • Validation checks
  • Exception handling
  • Create, update, terminate members
Member data intake and bulk upload

Group policy administration Group policy administration

Supports creation and administration of group life policies linked to employer accounts and schemes.

  • Group policy creation
  • Policy administration
  • Policy detail view
  • Linked members
  • Servicing actions
Group policy administration

Member coverage assignment Member coverage assignment

Allows users to assign benefits, insured amounts, riders, and coverage options to individual members under a group scheme/policy.

  • Benefit assignment
  • Insured amount setup
  • Coverage options and riders
  • Bulk coverage updates
  • Certificate generation

Document generation Document generation

Provides document templates, document generation actions, preview screens, generated document history, and certificate downloads.

  • Policy documents
  • Member certificates
  • Renewal packs
  • Batch generation
  • E‑sign and distribution

Policy lifecycle management Policy lifecycle management

Provides capabilities for managing policy statuses and lifecycle transitions.

  • Policy status management
  • Renewals and reinstatements
  • Suspensions and cancellations
  • Lifecycle timeline
  • Validations and approvals
Policy lifecycle management

Contributions management Contributions management

Interfaces for managing employer and employee contributions, contribution schedules, adjustments, allocation, and reconciliation.

  • Contribution schedules
  • Employer and employee contributions
  • Bulk intake
  • Reconciliation
  • Exception handling
Contributions management

Billing and invoicing Billing and invoicing

Supports invoice creation, invoice lists, invoice details, billing schedules, receivables/aging, payments and allocation, credit/debit notes, write‑offs, posting to General Ledger.

  • Invoice creation
  • Billing schedules
  • Receivables and aging
  • Payment allocation
  • Dunning actions
Billing and invoicing

Payments and collections Payments and collections

Provides payment tracking, allocation screens, collection status views, payment history, and exception handling.

  • Payment tracking
  • Payment allocation
  • Collections status
  • Payment history
  • Reconciliation results

Fund management Fund management

Provides interfaces for defining and maintaining pension investment funds, their categories, descriptions, and performance indicators.

  • Fund directory
  • Fund details
  • Fund categories
  • Performance indicators
  • Investment fund management

Investment allocation Investment allocation

Supports member‑level or scheme‑level allocation of pension contributions into one or more funds.

  • Scheme default allocations
  • Member fund allocations
  • Redirections
  • Balance switches
  • Fund distribution views
Investment allocation

Pension account management Pension account management

Tracks pension account balances, units, historical movements, valuation records, and account details.

  • Pension account balance
  • Units and holdings
  • Valuation history
  • Transaction ledger
  • Account documents

Broker / Partner portal Broker / Partner portal

Supports external partners such as brokers or intermediaries who need access to account, policy, member, and servicing information.

  • Client and policy access
  • Book of business view
  • Submission actions
  • Servicing actions

Life claims management Life claims management

Provides claims intake, review, document collection, assessment workflow, and claim tracking for life‑related events, including workbenches, claim detail screens, claim timelines, and evidence panels.

  • Claims intake and claims review
  • Evidence collection
  • Assessment workflow
  • Claim tracking
Life claims management

Member portal and self-service Member portal and self‑service

Provides a self‑service portal where members can view coverage, benefits, pension accounts, fund allocations, and statements.

  • Coverage and benefits view
  • Pension account view
  • Fund allocation view
  • Self‑service requests
Member portal and self-service

Analytics and reporting Analytics and reporting

Provides management dashboards and analytics across clients, policies, members, contributions, claims, and investments.

  • Management dashboards
  • Client analytics
  • Policy analytics
  • Claims analytics
  • Investment analytics
Analytics and reporting

Explore how our platform works and what benefits you can get

Request a demo

Key benefits for your business

Ready to discuss your needs?

Talk to expert

Other ready-made software products

Let’s talk about your project needs

gartner
5/5
6 reviews
clutch
4.9/5
49 reviews

    Contact us

    100% data privacy guarantee

    Thank you!
    Your request has been sent
    We will get back to you as soon as possible

    USA (Headquarters)

    +19293091005 2810 N Church St, Ste 94987, Wilmington, Delaware 19802-4447

    Denmark

    +4566339213 Copenhagen, 2900 Hellerup,
    Tuborg Havnepark 7

    Poland

    +48573568229 ul. Księcia Witolda, nr 49, lok. 15,
    50-202 Wrocław

    Lithuania

    +37069198546 Vilnius, LT-09308, Konstitucijos ave.7
    6th floor

    Faroe Islands

    +298201515 Smærugøta 9A, FO-100 Tórshavn,
    Faroe Islands

    Austria

    +4366475535405 Handelskai 92 - Rivergate - 1200,
    Vienna

    UAE

    +4366475535405 Emarat Atrium, 423 Al Wasl Area, Dubai,
    P.O. Box 112344

    Jordan

    +962787500100 Swafeya, Waklat St. 2, Office 302,
    Amman