Insurance Automation Services

IAS Page Title

The Insurance Automation group at Bulldog Consulting Services aids clients in navigating the complexities of Implementing industry standards for sales and servicing of Life and Annuity Insurance Products across multiple Channels.  The Bulldog team actively participates in the creation of these standards and can help our clients navigate the implementation of these complex standards with multiple vendors.

Contact us today to discuss your project.  No matter how big the project, or small, every once in a while you need a Bulldog to help insure you get the job done right and on time.   Let us help you get the most out of your next project.

In addition to our general consulting services our Insurance Automation specialties include:

  • Business Strategy Planning and Documentation
  • Systems Implementation
  • Order Entry/eApp
  • Electronic New Business Processing (DTCC APP/SUB and ACORD TX103
  • Money Settlement (DTCC)
  • ePolicy Delivery
  • Inforce Policy Service Automation
  • eSignature
  • ACORD Implementations
  • Automated New Business Processing Implementation
  • Neutral Vendor Advice
  • Data Mapping
  • Product Profile Creation (PPfA, PPfL)
  • Testing

Specific Technology Solutions We Support

  • DTCC
  • Ebix
  • iPipeline
  • Insurance Technologies
  • CIC
  • DocuSign
  • Silanis
  • SignX

Business Expertise In

  • Life Insurance
  • Annuities
  • Long Term Care
  • Property and Casualty
  • Automated Order Entry /Point of Sales Platforms
  • Quoting
  • Illustrations
  • Automated Underwriting
  • Business Analytics

Process Re-Engineering at the Core

Just automating your paper process typically won’t provide the expected results.  Often times you need to redesign workflows and processes to truly maximize your investment in standards and technology.  Bulldog has certified Six Sigma Process Improvement specialists with decades of insurance automation experience who can review and document your current process and help define new processes based on best practices already implemented with other Insurers and Distributors that will best suit your specific business needs.


Insurance Automation Services
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