Services & Products

At VERTEX, we help clients navigate the complex insurance and financial services industries by leveraging our experience and expertise to deliver creative products and professional services.

VERTEX succeeds because of our domain knowledge and depth of experience.  We approach what we do as solutions to business-driven goals instead of addressing technical exercises.  We are flexible, trustworthy and responsive; quality is our highest priority.  We've developed a proven process that allows our clients to complete even the most complex projects successfully, on time, and on budget.  

Strategic Management Consulting

VERTEX is a trusted advisor and experienced strategist that delivers goal-oriented, creative business solutions to the insurance and financial services industry.  We will help you define, articulate and evolve your business.

Our Strategic Management Consulting services include:

  • Monitor vendor contract compliance
  • Executive transition (CIO, CTO, Sr. leaders)
  • Vendor management planning and implementation
  • Audit management (proactive planning and audit response)
  • Department assessments and reorganization
  • Aligning IT with your business
  • Objective education & guidance
  • Problem identification 
  • Identification of solution alternatives, comparative analysis & solution evaluation
  • Strategic goal setting, decision making & prioritization
  • Cost benefit analysis & budget development
  • Resource & organizational planning
  • Vendor & software selection (RFI, RFP)
  • Business, technical, and infrastructure architecture strategy
  • Process re-engineering
  • Organizational refocusing & restructuring
  • Short, mid- and long-term implementation planning and monitoring

Traditional Consulting

The world's top life insurance and annuity companies partner with VERTEX to help them transform their technological environments to support their business goals better. VERTEX delivers creative, targeted, high-quality solutions at a fair price. Our Traditional Consulting Services include:

  • Requirements development and gathering
  • Life and annuity SMEs
  • Project outsourcing
  • Solution design
  • Technical development
  • System & data conversions & migrations
  • Business analysis & business system analysis
  • Solution design
  • Technical infrastructure & security planning
  • Data Modeling & database management
  • Interface & report development
  • Business, regression & integration testing/quality assurance
  • Process & procedure enhancement
  • Documentation & training
  • Staff augmentation

Straight Through Processing

At VERTEX, we leverage a unique skill set and a solid combination of insurance product, service and software experience to automate insurance processing using creative, best-of-breed technologies that leverage industry standard formats. Our Straight Through Processing services include:

  • eB2B and eB2C strategic and tactical planning
  • DTCC, IRI and ACORD implementations
  • Pre-sale, new business (order entry) and policy maintenance integrations, such as AFFIRM for Annuities, AFFIRM for Life, AnnuityNET, LifeSpeed, and FireLight
  • Workflow re-engineering & operational readiness
  • Analysis, training, and implementations for:
    • Product Profile for Annuities (PPfA) and New Business for Annuities (NBfA, TxLife 103)
    • Product Profile for Life (PPfL) and New Business for Life(NBfL, TxLife 103)
    • Carrier & distributor rules
    • Forms mapping & XML rules
    • Testing
    • Interface development, data integration and management
    • Production planning
    • Upgrades and maintenance