Life & Pension Insurance

Define the best personalized pension and protection proposal for your customers and digitize your financial life insurance products.

Supports Financial Planning

Identify the right solutions to protect your customers’ retirement and protection needs

Needs Analysis

Perform a complete analysis of the financial situation, risk profiling and needs of your customers, identifying their insurance needs

investment advice

Investment Proposals

Generate the right investment proposal easily by combining customer needs with attitude to risk

investment advice

Manage the Network

Adopt the digital platform that eases management of your agent network

Compensation

Manage complex fee policies, rewards and incentives with a centralized error-proof process

advisor compensation & audit

Audit

Monitor your agents, mitigating the operational, capital and reputational risks of your company

advisor compensation & audit

Manage Life Insurance Policies

Combine insurance protection with flexible financial management

Policy Management

Manage the entire policy lifecycle in a configurable manner, with the full range of features required by each process participant

investment advice

Investment Management

Manage investment portfolios with flexible strategies and full control of institutional investor limits

portfolio management

Objectway background image circle point How We Serve

Supports Financial Planning

Identify the right solutions to protect your customers’ retirement and protection needs

Needs Analysis

Perform a complete analysis of the financial situation, risk profiling and needs of your customers, identifying their insurance needs

investment advice

Investment Proposals

Generate the right investment proposal easily by combining customer needs with attitude to risk

investment advice

Manage the Network

Adopt the digital platform that eases management of your agent network

Compensation

Manage complex fee policies, rewards and incentives with a centralized error-proof process

advisor compensation & audit

Audit

Monitor your agents, mitigating the operational, capital and reputational risks of your company

advisor compensation & audit

Manage Life Insurance Policies

Combine insurance protection with flexible financial management

Policy Management

Manage the entire policy lifecycle in a configurable manner, with the full range of features required by each process participant

investment advice

Investment Management

Manage investment portfolios with flexible strategies and full control of institutional investor limits

portfolio management

Life & Pension Insurance who have chosen us

Discover our Success Stories

Objectway Customer Enablement Services work closely with client’s team to implement, operate and evolve in the long term the on-cloud or on-premise solution they choose to adopt.