How We Can Help

Learn all of the ways we can help with your PAS search

How We Can Help

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Learn all about this revolutionary new concept in PAS search support

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Proven Do-It-Yourself Method of PAS Search

Turn Your Excruciating Disadvantage – The failure rate for life carriers implementing policy administration software is breathtakingly high. This is because, as a carrier, you are operating at an extreme disadvantage from the beginning of the entire project. During the PAS search, you deal with vendors you may know nothing about. You may even have third-party consultants lead and control the project but you don’t fully understand their relationship with the vendors.

Into a Massive Advantage – With this website-portal, we flip that around and put the advantage back on your side. Your best chance for a successful PAS implementation is actually during the PAS search, before the contract is even signed. It is crucial that you do the search yourself and follow our proven easy-to-implement process. Your people are already the internal experts. They already know your business, your products, and your culture. We are the external experts but we don’t do the PAS search for you. We enable you to do-it-yourself and stay in the driver seat – while our software and industry experts lead you through each important step.

Tap Into These 18 Bulletproof Steps – “Vendor 101 for Smarties” is your secret weapon for a lean and mean, and successful, PAS replacement project. It enables you to slash the cost, shrink the timeline, receive a steady flow of insider information, and keep your people actively engaged and sure footed every step along the way. Follow the steps below to begin this ingenious do-it-yourself approach.

Phase I – Internal Focus – Be certain you understand what is needed

1) Project Mission & Charter

2. Schedule of Activities

3. System Success Criteria

4. Product/Policy Analysis

5. Core System Scoring

6. System Solution Profile

Phase II – External Focus – Review all possible alternatives

7. Vendor Arena Matrix

8. Vendor Walk-Through

9. Vendor Rating & Ranking

10. Request-for-Information

11. Request-for-Proposal

12. Proof-of-Concept

Phase III – Implementation Focus – Ensure a cost effective and efficient solution

13. Cost of Ownership

14. Vendor Plan Assessment

15.Data Conversion Analysis

16. Due Diligence

17. Contract Negotiations

18. Best and Final Pricing

Recent Projects We’ve Completed For Our Clients

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Our Proven Process Produces Results