Overview

PlanetSoft specializes in the implementation of enterprise solutions to improve business processes centered around customers. Solutions are designed to provide tangible savings based on optimized processes and to create a proactive customer oriented enterprise.

Insurance

PlanetSoft provides solutions for the Insurance sector in the areas of Agent Licensing and New Business Underwriting

Producer Support System

Streamline the agent appointment process by creating a web interface to collect licensing information from the agent, automatically update systems and route workflow based on user defined business rules, and provide seamless connectivity to appointpak.com for filing the appointment with the required states and for conducting background checks through General Information Systems (GIS). More...

New Business Underwriting

Much of the information is collected through traditional faxes and mail. Information is entered into multiple systems, multiple times, making the process redundant and exposed to errors. An underwriter often has to rely on third party data sources like the MIB, MVR, APS/Paramed, and Credit Agencies to make decisions. Planet Interact addresses the challenge by providing a framework that can cohesively integrate the process by collecting data through web-based interfaces, intelligently routing workflow based on business rules, and connecting internal and external systems. More...

PLANET INTERACT Core Framework

PLANET INTERACT Core Framework provides a framework for streamlining complex business processes. Targeted towards the financial services and insurance industries, PLANET INTERACT Core Framework allows companies to address process inefficiencies. Processes that extend beyond the enterprise, are paper-intensive, require multiple hand-offs that have a number of redundant steps, and require manual intervention can now be streamlined using PLANET INTERACT Core Framework.

Specific functionalities include Dynamic E-forms, Rules Based Workflow Routing, Interface with internal and external systems and Administrative Interface for Visibility. More...

The Claims Processor

The Claims Processor automates claims filings, review, and payouts through rules based paperless processing. More...

LifeGuideSI

Swiss Re and PlanetSoft have partnered to bring you LifeGuideSI, the US insurance industry's most innovative entry into the world of simplified issue. Bringing together leaders in reinsurance and insurance technology, our combined expertise will allow for ground breaking opportunities. More...