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Services

Helping clients reach their destinations.

What We Offer
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Direct support for your conversion project

Along with our partner, admin evolved, we can assist your conversion initiative:

  • Manage the project

  • Augment the project team with Life/Annuity insurance systems and administrative experts

  • Map and improve business processes

  • Convert data

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Advisory Services

Work with project sponsors, PMO leaders, and project managers to achieve project success.

  • Support effective governance and management

  • Facilitate onboarding of new customers

  • Coach and mentor project managers

  • Evaluate vendors

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