FINEOS Policy Datasheet

The Leading Purpose-Built, Digitally Optimized Policy & Member Administration Solution

FINEOS Policy offers the most comprehensive policy & member administration software solution, specifically designed for Employee Benefits products and policies at both the group and member levels. Featuring digitally optimized, fully configurable modules, it is designed to provide customer-centric views across policy and member, enable seamless self-service, and ensure exceptional service delivery.

FINEOS Policy & Member Administration combines flexibility, connectivity, and advanced AI capabilities to provide a modern, comprehensive and efficient solution for policy and member administration in the Employee Benefits market. With rapid implementation, seamless integration, and an out-of-the-box design, it supports diverse business needs, enhances customer experiences, and accelerates business growth. Leveraging generative and predictive AI, the system offers powerful tools for automation, decision-making, and personalized interactions, making it an essential tool for modern benefits carriers.

FINEOS Policy Administration Software is Designed for the Employee Benefits Market

  • Tailored to meet the needs of traditional group and voluntary business, supporting all market segments.
  • Ready-to-go product definitions and pre-configured workflows speed up implementation, ensuring a rapid time to market.
  • Built-in support for a wide range of standard provisions and options, providing robust coverage for diverse needs.
  • Product configuration layer enables business flexibility and innovation, adapting to evolving market demands.
  • Leverages AI tools to generate insights from data, predict trends, and support intelligent decision-making, improving operational efficiency and customer satisfaction.

The FINEOS Policy Administration Solution is Integral to all Business Capabilities

  • Effortlessly connects with external systems and the broader carrier ecosystem through a robust, business-focused API suite and data integrations.
  • Supports incremental new group and member onboarding through integrated workflows that reflect your business processes, ensuring smooth transitions and quick setup.
  • Integration with FINEOS Rate & Underwrite, Billing, Claims, and Absence simplifies end-to-end processing for inforce business, reducing administrative burdens.
  • Handles the complexities of group and member life-cycle changes with ease, using AI-driven automation to ensure smooth operations.
  • Easily integrates with other FINEOS modules or third-party systems, expanding functionality as your business needs grow.

The FINEOS Policy Administration System is a key module of FINEOS AdminSuite—the only modern and comprehensive core system purpose built for Employee Benefits. Its fully integrated solution delivers the essential capabilities to address current demands, while also laying a solid groundwork for future innovation.

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