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Rudd and Wisdom, Inc.
Software Division

9500 Arboretum Blvd., Suite 200
Austin,TX 78759
Main Phone: (512) 346-1590
Main Fax: (512) 345-7437
info@ruddwisdomsoftware.com

Life Insurance Policy Administration –                              Automated Policy Anniversary Updates

Do you currently have a system that automatically updates policy statuses and values?

Are you looking for a system that can tell you what was processed and when?

Do you wonder how to ensure client letters get mailed when policies are close to renewal or expiration?

QL.Admin Anniversary Processing is the answer.

Anniversary Processing can be run daily as a manual function or as an automated scheduled task, and will identify and update each and every policy for events such as:

• Processing paid-up coverage
• Expiring coverage or maturing coverage
• Processing scheduled premium changes
• Processing scheduled death benefit changes
• Updating cash values
• Applying policy dividends
• Calculating policy loan interest
• Applying annuity expense charges
• Lapsing policies or processing non-forfeiture options
• Printing scheduled policy correspondence

If you need to streamline your policy administration processes, whether you are an old company with a large workforce or a fast growing start-up, our software can be quickly installed and implemented based on your particular business needs.

QL.Admin is insurance policy administration software used by start-up companies, acquisition companies and those acting as Third Party Administrators, as well as long-standing established insurers. Our clients are diverse in size and volume administering as few as 1,000 to as many as 350,000 policies. QL.Admin is sure to be a perfect fit for your business.

QL.Admin combines the affordability of a small policy administration system with the functionality and flexibility of a large and expensive application. Call 512-346-1590 to schedule a demo today.