One group scheme. Four windows onto it.
Insurer, broker, HR and member — each seeing the same scheme, each seeing only what they should. It’s the stage most brokers have nothing for, and the one that makes you part of a client’s operation rather than a name on a renewal email.
Live — one scheme, four views, each seeing only what it should.
One scheme. The right view for everyone.
Give the insurer, broker, HR team and member access to the same policy truth—without exposing what they should not see.
Walk through a live scheme→Stop servicing the same scheme in four different places.
Each audience gets the information and actions it needs, while the underlying record stays consistent.
Give each audience a purpose-built view with the right boundaries.
Keep documents, membership and policy activity in one operational record.
Remove duplicate files and conflicting versions across the scheme.
Four windows. One governed record.
The experience changes by audience; the policy data underneath does not.
Product and scheme administration.
Service, membership and reporting.
Cover, documents, help — and their card in Apple or Google Wallet, so the policy number and assistance line are already on the phone when they are needed.
Walk through one scheme.
See the four views using a realistic policy structure.
Talk to our team →