Feature Set

Welcome to your comprehensive guide to the robust capabilities of V3locity. Dive into our matrix of features meticulously tailored to address the unique needs and challenges of different sectors within financial services. Explore how V3locity empowers organizations with cutting-edge solutions, seamlessly integrating innovation and efficiency to drive success in today’s dynamic market landscape.

Insurance

Core Administration
  • Product Configuration
  • Onboarding
  • Policy Administration
  • Enrollment & Member Maintenance
  • Billing
  • Commissions
  • Integrations
  • Workflow
  • Documents
  • Reports
  • CRM
  • Security
Data Analytics
  • InsightNow
Digital Self-Service
  • Broker Digital
  • Employer Digital
  • Member Digital
  • Experience Designer
Claims Processing
  • Digital Claims Intake
  • Document & Content Management
  • Financial Administration
  • Insightful Reporting
  • Dynamic Rules Engine
Campaign Management
  • Campaign Management
  • Multichannel Correspondence
  • Audience Management
  • Campaign Analytics
  • Conversion Metrics

Retirement

Core Administration
  • Appeals
  • Benefits – DB & DC
  • Disbursements
  • Enrollment
  • CRM
  • ECM
  • Reporting
  • Financial Reporting
  • General Ledger
  • H&W Eligibility
  • H&W Claims
  • Member Contributions
  • Member Statements
  • Participant Accounts
  • Reciprocity
  • Roles & Profiles
  • Service Credit Purchases
  • Tax Reporting
  • Transfers
Data Analytics
  • InsightNow
Digital Self-Service
  • Employer Digital
  • Member Digital
Claims Processing
  • Digital Claims Intake
  • Document & Content Management
  • Financial Administration
  • Insightful Reporting
  • Dynamic Rules Engine
Campaign Management
  • Campaign Management
  • Multichannel Correspondence
  • Audience Management
  • Campaign Analytics
  • Conversion Metrics

Pension Risk Transfer

Core Administration
  • Accounting
  • Annuitant Loading & Contract Activation
  • Benefit App Creation
  • Bulk Check
  • Cash Balance
  • Contribution/MCR Processing
  • Data Conversion Factory
  • Data Misstatements
  • Death Processing
  • Deduction Channels
  • Deferred Benefits Processing
  • Dynamic Factors
  • Workflow
  • CRM
  • Reporting
  • Documents
  • External Reconciliations
  • Forms of Annuity
  • In-Force Processing
  • Lead Admin
  • Option Forms Packages
  • Plan Sponsor Onboarding
  • QDROs
  • Reinsurance
  • Reserves
  • Taxes and Other Deductions
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