Vendor Analysis
published on Aug 26, 2021
Report Overview:
This NelsonHall vendor assessment analyzes SE2's offerings and capabilities in life, annuities, and pension operation transformation services.
Who is this Report for:
NelsonHall’s life, annuities, and pension operation transformation profile on SE2 is a comprehensive assessment of SE2’s offerings and capabilities, designed for:
- Sourcing managers monitoring the capabilities of existing suppliers of digital services and life, annuities and pension operation transformation services and identifying vendor suitability for RFPs
- Vendor marketing, sales, and business managers looking to benchmark themselves against their peers
- Financial analysts and investors specializing in the life, annuities, and pension operation transformation sector.
Scope of this Report:
The report provides a comprehensive and objective analysis of SE2’s life, annuities and pension operation transformation services offerings and capabilities, and market and financial strengths, including:
- Identification of the company’s strategy, emphasis, and new developments
- Analysis of the company’s strengths, weaknesses, and outlook
- Revenue estimates
- Analysis of the profile of the company’s customer base, including the company’s targeting strategy and examples of current contracts
- Analysis of the company’s offerings and key service components
- Analysis of the company’s delivery organization, including the location of delivery locations.
Key Findings & Highlights:
This NelsonHall vendor assessment analyzes SE2’s offerings and capabilities in life, annuities, and pension operation transformation services.
SE2 provides services and solutions to life, annuities, and pension carriers in new business setup and underwriting, marketing and acquisition, customer service administration, life administration, distribution management, benefit management, and fund management.
SE2's proprietary platform, Aurum®, provides comprehensive solutions to support policy administration, billing and claims, customer service administration, fund management, new business workbench, distribution management, document and content management, and producer services. Additional capabilities include quote and illustration generation, policy issuance, mobile applications, and a customer and agent self-service portal. SE2's add-on solution capabilities include data management, analytics, AI, and chatbots. The acquisition of the Life.io suite of solutions further expanded SE2's digital portfolio in customer and agent engagement.