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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

    Life & Pension Insurance who have chosen us

    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.