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Broker, UMA and insurer administration systems

22 October 2019 editor@fanews.co.za

We asked the questions for you FAnews has published a DIGIMAG which has a special focus on Broker, UMA and insurer administration systems.

In this DIGIMAG, you as a broker, UMA or insurer can gauge a better understanding of some of the administration systems available in the market.

Here are some of the questions we have got answered for you:

• An overview of all the modules that a system offers to the target market.

• How much independence and control does your client have over the system?

• What portal functions does your system support?

• What self-service functionalities does your system allow?

• Which type of data extract tools are available?

• What continuous support and self-service tools does your client have access to?

• Can your system be integrated with third-party providers and their software?

• How do you keep up with compliance requirements?


 

Click on the image below to view the Digimag.

 

 

Click here to download the Digimag.

Quick Polls

QUESTION

Early 2025 asset manager outlook statements point to opportunities in emerging markets and the US dollar. How do you approach these factors in client portfolios?

ANSWER

Diversify across emerging and developed markets
Focus on long-term opportunities in China and India
Maintain a cautious stance around US-dollar investments
Prioritise local markets for safer EM growth
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