Non-discretionary investment solutions with full PM supervision and strict KYP compliance.
Life Insurance Partners
Our network of Life Insurance partners puts us in a position to manufacture and distribute segregated fund model portfolios that allow our advisors to leverage existing client relationships by expanding the scope of products and service offerings and also attract new clients through a broader range of services.
Portfolios Of Segragated Funds
Technology-driven Managed Portfolio Solutions
Our segregated funds model portfolios represent our entry-level portfolio management solutions in support of insurance advisers and their clients.
Each model portfolio we build for our clients is built assuming specific investment and / or fund availability constraints and is optimized according to multiple criteria. In fact, each portfolio optimization becomes a model portfolio itself.
Outsourced CIO
Modern Technology, IT Services – and a full cycle of KYP compliance
With a fully personalized touch in meeting specific investment objectives or constraints or even in addressing issues of available liquidity, the outsourced CIO service provided by our investment management partner, ST Global Asset Management, proposes customized portfolio solutions that are driven by complete investor-focused. The Outsourced CIO is meant to bridge the gap between idealized / “standardized” models and the implementable / deployable structures based on actual investor realities – whether that has to do with actual objectives, constraints, personal preferences or even product availability.
And of course there is more to explore.
Other noteworthy features are:
Menu of Services
You can offer plans based on many modular and voluntary add-ons to structure features exactly to your clients’ liking and / or budget.
Adjudication & Administration
- Adjudication : Unique object oriented Rules Platform allows for totally automated adjudication regardless of benefit type, all in “one” environment. Rules creation is an administration, not a programming exercise. Supports the most flexible & detailed plan designs in the industry.
- Administration : Fully integrated, highly flexible, modular solution with on boarding, billing, payments, eligibility, commission calculation, configuration, security, authentication, card printing, booklet generation, multiple portals
for different user types, formulary management, DIN pricing, drug classification, create & add multiple non traditional benefit types & detailed real time reporting.
Health & Productivity
Meschino Wellness : Client focused, fully automated analytical/delivery platform, providing fact based, actionable health & wellness data for employees, plan members, employers, plan sponsors & insurers, which educates & provides an automated framework to implement & sustain health improvement strategies.
Mental Health Strategies:
•Anti Stigma Campaigns
•Mental Health Training for Managers and employees
•Early Identification/Risk Assessments
•Early Access to care and treatment
Disability Management Services : Supported by SEB BHR and Oncidium , the services provide best practices that integrate & automate the administration & decision making around disability claims, and return to work initiatives.
Specialty Consulting
Fraud and Analytics : Algorithms that analyze historical data & provide big data analytics, allow the creation of fraud identification rules, which are incorporated, real time, into adjudication environments. Critical information for creating predictive models that establish premiums & reserves, & which help making decisions on health claims issues.
Actuarial Services: The services of a group and health actuary can be utilized for renewals, OPEB valuations, financial reporting and pooling arrangements
Flex and Traditional Plan Redesign and Industry Comparison Studies: Ability to tailor plans to meet client needs. Offered in addition to the SAFG plan designs for the advisor network.
Specialty drug reviews and Pharmacogentics: Speciality drug audits and pharmacogenetics for medication prescribing to improve efficacy of drug interaction to improve clinical treatment and outcomes
Disability Claims Audits: Due diligence of disability case management and return to work initiatives.
500+ Advisors
And adding every month
110.000 Users
who trust our products
24/7 Support
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CONTACT DETAILS
Get in touch
Give us a call or drop by anytime, we endeavour to answer all enquiries within 24 hours on business days. We will be happy to answer your questions.
