We provide each client with complete control over the range and level of service they outsource. To ensure this, we offer the ability to ‘dial up or down’ the extensive range of solutions we provide. That in-built flexibility means each client is guaranteed a fully customized, cost-effective solution for the life of the contract.
“Our extensive LPI expertise, flexible service model, expansive range of capabilities, proven administration platforms, speed to market and reputation for exceptional client service delivery ensure our solutions meet our clients’ needs today, and well into the future.”
John Uprichard, Chief Executive Officer, Kane LPI Solutions
Our services encompass initial product development through to on-going administration and full back office support, and include:
- Full product support via our product administration system
- New business services, including reviews of all product applications
- Document management using secure electronic imaging procedures
- Reporting services, including commission statements and sales reporting
- Cash management and trade execution by building a product-appropriate cash model
- Extract services providing daily extracts of all pertinent product features
- Daily fund forecasting
- Compliance services, including applicable “Know Your Customer” and “Anti-Money Laundering” regulations
- Accounting services, including account and financial statement maintenance, plus liaising with all relevant third parties and regulators
- Client branded web portal for adviser access to their book of business and client policy information via the internet
- Policyholder and Advisor/Broker call center support
The security of our clients’ data is paramount. To fully demonstrate the caliber of the information control systems we have in place, we undergo the SOC 1 audit of our Service Centers. SOC (Service Organization Control®) 1 reports enable us to demonstrate the effectiveness and robustness of our internal procedures and controls. We are proud to be able to display the AICPA/SOC Seal of approval on our website.