Retirement Services Applicationrsa

The Retirement Services Application (RSA) created by Envisage saves record keepers money while strengthening Service Level Agreement (SLA) compliance. RSA brings together the power of workflow, process automation and exception processing, while extending each to the Internet. RSA is a highly sophisticated browser based workflow and document management system which allows back office workflows and documents to flow seamlessly and securely between internal workgroups and outside parties. RSA includes tight integration to Microsoft office, minimizing staff training. Full support for group or individual based routing and escalation, ad-hoc as well as pre-defined workflows.

RSA Sample Applications

  • Remittance or Contribution Processing
  • Participation Loans
  • Participation Distributions
  • Plan Takeovers / Conversions

 

Sales-Boosting Front End Benefits

  • Ability to Anticipate Growth Workflow efficiency gains
  • Create scalability allowing you to handle as much as five times your current volumes
  • Agreement Compliance Defining and measuring business processes
  • Bolster Service Level Agreement (SLA) compliance while making stats shine
  • Advisor Appreciation gives financial advisors real-time status information
  • Affirmation of Commitment Investing sufficiently in essential technologies
  • Save time and money while mitigating risks for everyone thereby reducing sponsor anxiety

 

Cost-Saving Back End Benefits

  • Appreciable Value 100% Web-based means minimized deployment & maintenance costs creating additional justification beyond operational efficiency gains
  • Amnesty from Explicit Communications Unnecessary e-mail gets mopped by mapped business processes, so workers can focus on getting work done
  • At-a-glance View of Progress Quick summary views as close as a web browser
  • Ambidextrous Aliasing When key people are gone, RSA can temporarily reassign their workload keeping things moving with minimal disruption
  • Attachments at the Ready RSA allows “upstream” users and unattended processes to attach supporting documents to workflow items or tickets making decisions, communications and life easier for “downstream” RSA workers
  • Audit-Ready Accountability Spotlight holdups and mitigate litigation risks with automatic audit trails
  • Automatic Training Mapped out business processes reduce training time and costs for new employees