actuarial | administration systems | business development | compliance | marketing & troubleshooting
other services | retirement planning | risk & underwriting | superannuation solution

Administration Systems


The Administration Systems division is headed by Gerry Swan

Two of the most critical back-office functions that impact directly on your clients' perceptions and on the effectiveness of your Client Service staff are:

  1. The efficiency of your administration systems & procedures
  2. The way you communicate the "written word" or, Information Design

LSOS offers you experienced support in both areas, including the functions of:

  • Appraising the administration systems for all aspects of life office operations
  • Preparing & implementing administration procedures
  • Standardising the use of plain English across all your documents, forms, letters etc
  • Developing the wordings layout and contents of your prospectuses & CIBs
  • Managing and controlling the rollover of your existing prospectuses, CIBs and brochures
  • Managing your CIB & prospectuses compliance and legal sign-off regimes
  • Designing and testing of appropriate forms to minimise completion error rates

actuarial | administration systems | business development | compliance | marketing & troubleshooting
other services | retirement planning | risk & underwriting | superannuation solutions