In depth knowledge of Insurance and Financial services products, processes, systems and business requirements.

Products:

• Life (fixed and variable), DI, Medical, LTC, Annuity, Group, Auto, Homeowner, and Umbrella policies
• Stocks, bonds, mutual funds, cash accounts, variable annuities, UIT's, DPP's, real estate and personal property

Processes:

• New business processing (case management)
• Data conversion, data sharing, data distribution (Marketing/Lead Generation), data synchronization (Calendar/PC/Hand-Held)
• Campaign Management
• User defined Workflow Management

Systems:

• Call Center technology
• Enterprise Integration Framework
• Database Analytics
• Data Source Interfaces
• System Security
• Database Tools
• Client View (Enabling customers to view the data)
• Multi Lingual Support
• Country specific localization

Business Requirements:

• CRM and Sales Force Automation
• Captive and brokerage distribution channels
• Sales activity and production tracking
• Recruiting systems
• Mobile computing
• Compliance (XML/XMLife/TXLife)
• Consolidated Data (Data Aggregation)