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CalcFocus Solutions - Achieve


CalcFocus Forecast projects pathways for prospects and policyholders to achieve individual, family and business goals. CalcFocus Achieve applications enable policy holders to acquire and manage the products that Forecast recommends and projects, including ‘in the moment’ Forecast projections to keep policyholders “on track”.

Achieve includes life, health and annuity new business e-application and in good order processing and policyholder event based policy administration. Achieve functionality may be comprehensive or organized as a collection of orchestrated microservices interoperating with legacy administration functionality.

Achieve works closely with Forecast over the entire policyholder life cycle. Achieve is especially well suited for complex product types that are presently sold or are closed blocks of business.

Achieve is a cloud enabled application that allow for both SaaS and traditional software deployments.

The same CalcFocus Designer tool that Forecast uses enables rapid, hierarchical configuration of any product suite that Achieve manages.

The same CalcFocus Framework business development tool that Forecast uses enables the user to extend and customize through configuration CalcFocus out-of-the box administration engines; to customize existing and/or build new user experiences, including state-of-the-art graphics, and end-user documents and forms; and to manage trading partner integrations.

The CalcFocus quality tool that Forecast uses automates verifying Achieve success and enables the user to confirm that calculations and policyholder financial events and trading partner integration messages marked as accurate never degrade.

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CalcFocus Solutions - Achieve

CalcFocus Solutions - Forecast


Tom A McCahill

Two Penn Center, Suite 315
1500 JFK Boulevard
Philadelphia, PA 19102 USA

Phone: 267-639-5729
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