CalcFocus products stand alone or become part of your enterprise policy administration. Our flagship product – Forecast – is a breakthrough in the industry. ‘What if’ quotations, up-sell enrollments, and compliant inforce illustrations that are easy to implement, with values we prove to be rock solid!
Solutions | Our business products are available on mobile platforms, cloud enabled, and allow for both SAAS and traditional software deployments.
Enhanced by state of the art interactive graphs the CalcFocus new business and inforce illustration platform is the most modern in the marketplace. From the start, it was designed to support all life, health, and annuity products and to serve the agent, direct to consumer, and group administrator sales channels.
Complete the sale via CalcFocus’ state of the art E-Application, E-Signature, and In Good Order management functionality. As with all CalcFocus applications, the approach to configurability is incomparable and the user experiences look beautiful on laptops, tablets, and mobile phones.
CalcFocus’ best fit product selection engine generates new, cross, and up-sell opportunities and can be configured to display the results of complex needs analysis and monte carlo future life projections which determine the correct product(s) and investment strategies for a customer’s age, family, lifetime goals, and appetite for risk.
CalcFocus architecture exposes granular calculation, projection, and lifetime financial advice services to augment, enhance or replace selected existing legacy functionality.
Explore our CalcFocus private label and rebranding opportunities to bring cFSolutions “inside” your existing technology landscape.
Tools | Our solutions are built, maintained, and tested using our suite of tools. You may decide to train your staff on cfTools, bringing maintenance and enhancements in house.
Interactive hierarchical diagrams and tables allow you to create, update, and understand your life, annuity, and health products in a way never before seen. Reduce redundancy in your data by as much as 95% and understand the true variance between your companies, products, groups and classes.
Automatically test values against dynamically generated independent sources. Using our library of Excel calculation models we make sure that our code is always independently verified. If your company has an ability to generate dynamic expected results, we can adapt our tool to assert our values against yours.
Our business development environment employs a powerful yet simple business language to manage and extend our out-of-the-box calculation engines, build beautiful new user experiences, customize existing experiences, manage integration mappings, author documents, and more.
CalcFocus offers agile and focused expert teams that we keep small because we let our technology do most of the work.
Our integrated business and technology expert team address the key challenge in the insurance industry: bridging the business and technology divide. Invite us to study your business and the technological platforms that support your business.
Our CalcFocus partner, The Life & Annuity Group (‘TLAG’) are expert specialists in life insurance and annuity software and consulting services. CalcFocus trained TLAG consultants provision project resource specialists, including program/project managers, business analysts, actuary analysts, and quality assurance specialists to guarantee successful and timely CalcFocus implementations.
Tom designed and built a full spectrum of calculation components required for the administration of insurance products consulting for leading insurance technology providers. He now directs product design for CalcFocus.
Tom was Founder and CEO of ECTA Corporation, the industry leading Sales Illustration Platform. Tom founded insurance software and services companies since then and is a senior advisor to next generation insurance technology corporations.
Sergei made his career as a lead technical architect, always working within the insurance domain. Sergei was a Senior Architect at ECTA, Milliman, IGate/Patni, Adminserver, and Oracle Insurance. Sergei is a lead technical architect for CalcFocus.
Srini made his career as a lead technical architect working within the insurance domain. Srini was a Senior Architect at MetLife, Oracle Insurance, and Prudential Financial. Srini is a lead technical architect for CalcFocus.