Consulting Services

Specialized Consulting
Services to Solve Unique problems

We have 30 years of experience helping insurance companies solve software problems

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We offer enterprise solutions for insurance companies seeking a collaborative approach to technology. Over the past 30 years, we have provided IT innovations for life insurance companies across the United States. Our goal is to provide creative and innovative solutions to transform your business, with an emphasis on simplicity and reasonable cost structures. We are looking forward to speaking with you and helping you grow your business.

Call Us today at 404-618-0606
for a 30-minute Free Consultation

  • ALIS Migrations Whole Life and Term Migration

    We have extensive experience in ALIS Migrations. Since 2009, we’ve worked closely with clients on critical migration projects, allowing them to meet their timing goals and stay on budget. In 2013, we assisted in the migration of 210,000 policies from QLAdmin to ALIS XBase, allowing our clients to migrate to a more flexible and less expensive system.

    As part of these projects, our team created and/or maintained all scripts that generate XBase and metadata files. In addition to the scripts that converted the data, we also implemented client name standardization, a client address cleanup using USPS approved methods, and an extensive set of validations to identify problematic data.

    Additionally, we’ve assisted with the migration of 170,000 final expense policies from a home grown system into ALIS. During these projects, we automated the running of the migration, identified and fixed performance problems, and addressed migration issues. With a decade of ALIS project experience, clients can count on us for seamless and trouble-free migrations.

  • Agency Migration to ALIS

    The conversion was to convert 40,000 agents from LIDP into ALIS. Our expertise with LIDP’s “The Administrator” ensured the success of the migration. We were the sole developer on the portion of the project that created the XBase for importing into ALIS.

  • Agent Portal for ALIS

    Coinciding with Final Expense Migration, we coded several key components of an agent portal including a) commission statements in several different formats, b) policy search and retrieval screens, c) Commission check explanation summary screen, and d) pending application status spreadsheet. These projects required reading the ALIS database.

  • Agency Migration to ALIS

    The conversion was to convert 40,000 agents from LIDP into ALIS. Our expertise with LIDP’s “The Administrator” ensured the success of the migration. We were the sole developer on the portion of the project that created the XBase for importing into ALIS.

  • Image Indexing

    We are proud to have designed and implemented a front end for image indexing we call RIP, Rapid Indexing Program. RIP can be configured to interface to ALIS to assign application ids for new applications and validate agent names and numbers. Additionally, RIP will trap potential duplicate applications based on SSN, as well as missing required forms. Rapid Indexing Program allows home-office personnel to rapidly convert a large amount of incoming paperwork (such as faxed and scanned applications) into indexed documents for automated retrieval and processing.

  • Mainframe Migration

    Our team has successfully assisted on multiple mainframe migrations. By moving the legacy system, “The Administrator” from IBM Mainframe to UNIX, we helped clients achieve a more flexible system that better met their business needs.

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our client reviews

See what our clients are saying about working with us

Kathy Dupree

Programming Manager at Columbian Financial Group

I have had the pleasure of working with Michael for several years. Initially he helped with support issues with our Policy Administrative System. In ’07 we worked closely in a much bigger way during the replatforming of that system. Most recently, he has worked on various conversion and reconciliation efforts, and as well continues with new application development to complement our existing …

Michael Kline

Business Intelligence Specialist, Data Services, Assurant

I can’t thank you enough for your help with the Preneed data mart. We faced so many challenges with the ALIS system and the quality of the data that I can’t begin to enumerate all of them. Your programming approach is linear, thorough, consistent, and always an eye on documenting what we did and why. Starting out the project I expected you would learn more from us than we would learn from you …

Peggy Rubin

former Executive VP & COO at Columbian Mutual Life INC.CO

Michael has an in-depth understanding of the Insurance Industry and his software solutions demonstrate this knowledge. TAPP is efficient and saves the entry person time as well as saving phone calls to request further information. He is innovative and provides solutions to problems, not just canned software. Well worth trying!!

Mike Simard

Executive Vice President at Liberty Bankers Life Insurance

AppLoader allows the agent to deliver their applications to us regardless of whether they are in their office, their car or their client’s home; This allows the agent to stay in the field longer and not have to return to the office at the end of the day to copy and fax their applications. AppLoader complements our other mobile initiatives: our iPad paperless system and our Mobile Premium …

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