ATOMS™
For Life Insurance & Wealth Management
Simple for you, approachable for your clients
By simplifying your business processes with ATOMS™, you:
Reduce existing &/or hidden costs
Increase chances of acquiring more new business
Make insurance more attractive for your clients
64% of Canadians value Life Insurance over all other forms of insurance but, 40% of Canadians have no life insurance at all. Why? “[a] combination of infrequent client communications and a pervasive perception of high cost and transaction complexity.” (Source: Deloitte)
Operations Management
24/7 Digital Office
Multi-Level User Profiles
ATOMS™ Insurance Policy Administration
Reports & Compliance Management
Client Portal
Enable clients to access their policy information from their cellphones
Personal policies & claims information
Communication channel for brokers & clients
New lead/new business generation capability
Client Relations
Customizable Dashboard
Workflow, Calendar & Task Management
Drag & Drop Document Repository
Client Relationship Management
Automated SMS &/or Email Renewal Reminders
Accounting & Commissions
ATOMS™ Commissions Engine
Commission Payable Statements
Reserve Account & Chargeback Management
AR/AP Management