Document and Communication Management

IBM Insurance Intelligent Operations (IIO) – AI-Powered L&A TPA / BPO Platform

IBM Insurance Intelligent Operations (IIO) is a full-stack, AI-powered transformation platform that replaces manual, fragmented insurance operations with intelligent, autonomous workflows. Purpose-built for Life & Annuity carriers, IIO combines generative AI, advanced analytics, and industrialized operations to deliver step-change performance, cutting operating costs by up to 40% within 12 months, increasing straight-through processing to 60–80%, and reducing cycle times by 50%+.  For carriers under pressure to modernize, scale, or optimize capital, IBM IIO delivers measurable outcomes, fast, at scale, and with accountability.

Leopard is the AI-powered system built to modernize in‑force life and annuity management. Forget portal hopping, manual policy reviews, or clunky legacy systems.

Leopard gathers messy policy data from across carriers, uses proprietary AI to surface conversion, replacement, and up‑sell opportunities, and outfits agencies, financial institutions, advisors, and carriers with instant quotes and polished sales materials. It’s the hidden layer that connects the dots and turns overlooked books of business into consistent growth engines—all while freeing your team to focus on sales.

Scalable, enterprise solutions for the entire insurance industry.

Paperclip enables enterprises to harness the power of their data without ever sacrificing security. As a trusted software technology partner, Paperclip creates operational efficiencies, improves digital communication, and secures valuable data for some of the largest globally recognized brands worldwide.

Our clients trust Paperclip solutions to securely capture, transcribe, store, and exchange their most sensitive data, such as PII, PHI, NPI, and corporate IP. With more than three decades of customer-centric innovation, Paperclip is a proven strategic partner that continues to revolutionize the content supply chain for the insurance industry.

Based upon the extensive Samplemed medical underwriting experience, we believe samplemed360 is the only life and health underwriting platform you need. In addition to including all Samplemed solutions for risk analysis and controlling case flow elegantly and autonomously, the platform reveals deeper underwriting insights, because it was designed with a data-focused philosophy.

So, if you want to organize your flows, optimize cost in underwriting, or unleash your own data, be sure to use s360. The future of underwriting arrived.

Solvrays digitizes and centralizes document handling across departments. It automates intake, tagging, indexing, and routing of key policy documents, making it easier to access, audit, and track content in compliance with regulatory standards.

Tapp’s Document Management – Tapp is an implementation partner for FormKiQ, an open source imaging, document management, and workflow software. Tapp Solutions adapts the FormKiQ platform to your unique workflows, from installation to full migration.