In Focus

News, Events, & Resources

CalcFocus signs a Carrier Contract to provide New Business and Inforce Illustration Services

CalcFocus signs a Carrier Contract to provide Illustration and Comprehensive Policy Administration Services

CalcFocus signs a contract to implement new products, new commission structures, and new modern payment methods for an existing CalcFocus cloud-hosted customer, as they look to significantly expand their business

CalcFocus signs a Carrier Contract to transform Illustration, Policy Administration, and Customer Portal experience to a new Platform including Roll-forward Migration of all Policies ever Issued

CalcFocus signs Leading Voluntary Benefits Carrier to implement New Business Illustrations and Inforce Illustrations for a Lifetime Benefits Term plan, including Policy Issue Integration with Policy Administration

CalcFocus signs Leading Life Carrier to implement Inforce Illustrations for all products from Ten Legacy Policy Administration Platforms, and to support roll-forward Migration and policy value Accuracy Validation for a new Target Policy Administration System

CalcFocus signs Leading Voluntary Benefits Carrier to implement New Business Illustrations, Inforce Illustrations, and ‘Smart’ Annual Statements for multiple generations of universal life, lifetime benefit term, and accident and health product quotes

CalcFocus signs Top-Tier Voluntary Benefits Carrier to implement Achieve, CalcFocus’ cloud-hosted Policy Administration Platform and to Sunset Two Legacy Policy Administration Systems and Reclaim Blocks Administered by Third Parties

CalcFocus Successfully Completes Third SOC 2® Audit

Trusted Third Party Administrator Selects CalcFocus for Rollforward Policy Migration and Quality Plan Administration for Platform Conversion of Seven Carriers’ Voluntary Benefits Universal Life and Whole Life Plans

CalcFocus signs Private Placement Life Insurance carrier to implement Achieve, it’s cloud-hosted Policy Administration Platform

CalcFocus signs contract to implement a cloud-hosted Policy Administration Platform for a Southwest Voluntary Benefits Life Insurance company