The Centralize portal allows you to monitor the evolution of your client’s files from the application stage up until the issuance of the policy and it also allows you to receive forms and documents electronically.
VieFUND is a portal devoted to segregated fund processing, daily statement updates with all insurance companies using FundServ.
In order to facilitate the underwriting process a detailed verification of all applications is initiated.
A priority is given to all daily follow-ups in order to accelerate the issuance of contracts.
Negotiations and recommendations are provided for all declined and rated cases.
Pre-selection expertise among insurers, reinsurers and other specialized agencies.
Automatic follow-ups for all cases that may be reconsidered.
At your request, we can order all underwriting requirements.