OneShield Life Solution for Private Placement Life Insurance (PPLI)
An automated and configurable policy lifecycle management platform designed for PPLI providers.
An automated, pre-built, scalable, and configurable end-to-end cloud-based policy lifecycle management and business development solution for fast-growing PPLI providers.
When it comes to investment and estate planning options, high net-worth Private Placement Life Insurance (PPLI) clients expect the best from advisors. Speed-of-service, accuracy, comprehensiveness, proactivity, and quality of information are among the attributes they respect.
Historically, as a highly specialized area of financial services, PPLI providers have been burdened with a largely manual, paper-based, and potentially error-prone process for issuing, rating, and managing PPLI products. This causes noticeable service delays that affect customer satisfaction levels.
Now, with OneShield for Life’s “As-A-Service” cloud-based technology solution for PPLI providers, you can automate your processes to:
• Speed onboarding of new business by leveraging automated processes and workflows for task and document generation.
• Improve your financial management and billing operations.
• Enhance insured communication – either directly or through a Family Office.
• Automate and manage all third-party interactions with a personalized portal experience.
• Generate detailed reports, statements, and business intelligence for stakeholders.
• Ensure adherence to global compliance and KYC requirements, configurable to meet specific carrier requirements.
OneShield’s PPLI Solution can help your organization improve business process efficiencies, reduce operating costs, increase transparency of operations and communications, and ensure your organization’s future growth and scalability