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Latest CalcFocus Resources

CalcFocus Successfully Completes Second Successful SOC 2® Audit

CalcFocus successfully delivers a cloud-hosted Group Enrollment Platform for a Southwest Voluntary Benefits Life Insurance company

CalcFocus Successfully Completes SOC 2® Report Based on the Criteria for a Description of a Service Organization’s System as set in DC 200, 2018 Description Criteria for a Description of a Service Organization’s System in a SOC 2® Report (AICPA, Description Criteria)

Large, Privately Held, Trusted Administrator Selects CalcFocus for Voluntary Benefits Universal Life Illustration and Administration Services for Seven Carriers

Top-tier Voluntary Benefits Universal Life Carrier Expands Robo-Advice Policy Remediation to Multiple Policyholder Correspondence Events

Production Release for Revolutionary Bluestone Life Universal Life New Business

Top-tier Voluntary Benefits Universal Life Carrier Selects CalcFocus for ‘As is’/ ‘What-if’ Inforce Illustrations and Annual Statement Robo-Advice Document Creation

Private Label CalcFocus Production Release for Voluntary Benefits Universal Life

How configurable is your insurance software? – Part 1

Sometime around the start of the 21st century leading market research/advisory companies – and many of the carriers who...

Rethinking universal life policyholder service – inforce illustrations increase by a thousandfold

Media attention, civil litigation and new regulations focus on problems facing policyholders of universal life. In many instances, policyholders...

How my policy’s administration failed me

I have a universal life policy. I am the owner and insured. The policy is active, and I have...

How configurable is your insurance software? – Part 2

Part 1 of this discussion began from the premise that configuration capabilities are, today, table stakes for core system...