FINEOS New Business & Underwriting

FINEOS Quote

• Fast Life, Accident and Health quoting
• Quote large group, with or without census
• Comprehensive quote and re-quote workflow

FINEOS Rate

• Build, test, implement without relying on IT
• Automate complex manual and experience rating
• Award-winning, patented technology

FINEOS Underwrite

• Integrated underwriting tools
• Efficient collaboration and communication
• Comprehensive case/review management

Assemble plans, retrieve rates, and quickly generate quotes

Intelligent, rule-based quoting by the right user, with the right data, at the right time speeds time to market.

Configurable, no-code plans and features increase responsiveness to the market.

Easily modify rates and increase flexibility by leveraging the FINEOS rating engine or by connecting to your legacy rating engine.

Increase productivity by using saved plan templates for speedy proposal and quote generation.

Accelerate decision-making, improve communications and reduce risk

Easily transition your group status throughout the workflow as underwriting decisions are made.

A powerful platform that provides real-time underwriting decision making and recommendations to increase underwriting accuracy.

Increase collaboration between sales and underwriting by easily requesting additional information and upload documents to simplify IGO/NGO processing.

Ensure compliance and consistent enforcement of underwriting rules with automated tracking of all transactions.

State-of-the Art technology provides the only end-to-end integrated suite for the Employee Benefits market.

Carriers’ unique needs provide the foundation for all FINEOS products and features.

Choose and Configure product features from FINEOS AdminSuite that best meet the needs of your organization.

Out-of-the-box tools functionality and no-code configuration tools streamline conversions and accelerate implementation.