Pension Transfers Tracking

Redland’s Transfers Tracking System provides all of the functionality, process management and MI needed for a Product Provider to offer an efficient and transparent transfers service to Distributors.

All of the capability required to keep distributors fully informed of progress and actions on each transfer is available as a Web Service from the system for use within a Provider's Extranet.

Key Benefits

• Reduced costs
• Increased operational efficiencies
• Increased service levels
• Improved management and controls

Key Functionality

• User definable status stages
• Multiple search criteria
• Provider and ceding scheme management
• Workflow to support transfer process
• Support for scanned documents
• Standard email / letter templates
• Contact history capability
• Process management information provided including outstanding action alerts
• To do list / task viewer – driven by company specific workflow