We are a professional services firm providing consulting services to the financial services industry. We focus primarily on Life and Annuities and consult on both the business and IT sides of the house. Our IT specialties include system conversions, modifications, interfaces and development on the insurance carriers back office systems – administration engines, commissions, etc. We offer niche services in the e-commerce space where we support distributors and insurance carriers trying to automate their communications both internally and externally with their trading partners. We are known in the industry as ACORD experts and utilize the ACORD transactions to facilitate these communications.
Specialties
electronic annuity order entry, legacy insurance system conversions, DTCC file implementations, ACORD
New hires at VERTEX, Inc.
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Systems Consultant
Joe Procacini, AAPA, AIRC, PCS
Came from...
Sunlife Financial, Director Systems Development - Broker Dealer Systems
