Annuities | Auxo Solutions

AUXO FOR ANNUITIES

Unlock Your Enterprise with Unmatched Engineering Expertise

Auxo Solutions brings specialized expertise to the annuities sector, leveraging technology to address complex regulatory needs, enhance customer experiences, and drive operational efficiency. We understand the unique challenges facing annuity providers and deliver solutions that create lasting impact.

Industry-Specific Knowledge

Our deep understanding of annuity processes—from sales and distribution to suitability and regulatory compliance—enables us to design solutions tailored to the specific needs of the annuities sector.

Custom-Built Technology

Our applications seamlessly integrate with your existing systems, modernizing workflows and reducing processing times without disruption.

Regulatory Compliance Focus

Our tools are designed to adapt to regulatory changes, ensuring that annuity providers maintain alignment with evolving standards.

Client-First Innovation

We prioritize solutions that benefit agents, customers, and providers alike, enhancing user experiences and fostering stronger client relationships.

Annuities Solutions

Explore Our Custom Capabilities

Our technology addresses the specific needs of annuity providers, helping them improve operational speed, enhance compliance, and elevate customer and agent interactions.

Streamline Application and Onboarding Processes

Annuity eApp

Digitally optimized application workflows that streamline the submission process, enhancing both accuracy and ease of use.

Minimizes data entry errors to speed up application approval.
Offers real-time application tracking for agents and applicants.
Accelerates time-to-issue by reducing manual back-and-forth.

NIGO Remediation

Reduce Not-in-Good-Order submissions with automated tools that identify and correct application errors in real time, improving the accuracy and speed of annuity onboarding.

Automates error detection for faster processing.
Reduces delays by rectifying common submission errors.
Simplifies the onboarding journey for customers and agents.

Ensure Regulatory Compliance and Suitability

Annuity Suitability Solution

A dedicated tool to verify suitability requirements, helping ensure that annuity products meet clients' needs while satisfying regulatory standards.

Instantly flags potential suitability issues for rapid resolution.
Reduces compliance risk through automated documentation.
Supports advisors in delivering appropriate annuity options.

Suitability Compliance

Real-time suitability checks ensure that annuity offerings align with regulatory requirements, helping providers reduce compliance risk and establish client trust.

Automates suitability checks to reduce manual review.
Enhances transparency for clients and regulatory bodies.
Integrates with existing workflows for seamless compliance.

Modernize Agent and Customer Engagement

Agent & Customer Portals

User-friendly, accessible portals that empower agents and customers to manage contracts, access information, and streamline communication.

Provides a centralized point of access for annuity account details.
Enhances satisfaction by simplifying agent-customer interactions.
Equips agents with real-time tracking tools for client needs.

Agent Onboarding & Management

Simplify agent onboarding, licensing, and ongoing management, enhancing compliance and operational efficiency within annuity regulations.

Streamlines agent onboarding and licensing workflows to reduce processing time and minimize paperwork.
Maintains consistent compliance by tracking licensing requirements specific to annuity regulations.
Provides agents with an efficient onboarding experience, from initial licensing to ongoing support and renewal management.

Annuity Platform Modernization

Transform legacy systems with scalable, user-friendly technology that enhances operational agility, improves experience, and ensures readiness for future growth.

Centralizes data for seamless accessibility and decision-making.
Improves system adaptability to meet changing market needs.
Offers intuitive interfaces that elevate agent and customer engagement.

COMPREHENSIVE INSURANCE SOLUTIONS

See Auxo's P&C, Life, and Annuities Solutions

Our suite of insurance solutions enable operational efficiency and digital transformation.

01.

Agent Onboarding & Management

Simplify agent onboarding, licensing, and ongoing management, boosting compliance and operational efficiency.

Streamlines onboarding workflows to reduce processing time and manual paperwork.
Ensures consistent compliance by tracking licensing and regulatory requirements.
Provides agents with a clear, efficient process from initial onboarding through ongoing management.

02.

Agent & Customer Portals

Centralized, accessible portals that allow agents and customers to manage policies, track applications, and access information in real-time.

Provides a unified point of access for policy details, applications, and communication.
Enhances satisfaction by simplifying interactions for agents and policyholders.
Empowers agents to track client needs and monitor progress seamlessly.

03.

Underwriting Workbench

Equip underwriters with tools for efficient risk assessment, task management, and policy approvals, improving speed and accuracy.

Centralizes data access, enabling quicker, data-driven decision-making.
Automates routine underwriting tasks to improve productivity and reduce errors.
Provides a collaborative platform for underwriters to manage approvals efficiently.

04.

Case Management

End-to-end management tools for claims, underwriting, and operations, offering a complete view of each case and optimizing workflow.

Claims Workbench: Organizes claims management in a centralized hub, allowing easy tracking and faster processing.
Underwriting Task Management: Streamlines underwriting workflows, prioritizing cases and ensuring timely reviews.
Operations Management: Offers a comprehensive view of operational tasks, supporting efficient resource allocation and prioritization.