IDCWIN Inc. recognizes that by simplifying access to resources provides you with more time to serve existing clients and to build your business. We continue to be committed to providing the tools and services that will help you grow your business while streamlining the processes for both new business and your inforce block. With a single user log in, Advisors can access both their Insurance and Investment business through our new secure advisor portal called WorldPort.

WorldPort is IDCWIN's technology platform which combines both VirtGate and Univeris into a single easy-to-use advisor destination. WorldPort is not only a platform that provides financial information, it is an opportunity for you to leverage your brand and enhance your client relationships.

Providing enhanced services and communication helps you to strengthen client loyalty.   WorldPort's tools - such as life goal assessment, account management, cash flow analysis and client collaboration - engage your client's in their financial plan and help to uncover goals and key information needed to personalize plans.

WorldPort is a real-time, web-based, desktop service that provides you with the information you need when you need it:

• Access your clients and pending applications in real time.
• Track your commissions online.
• Send e-mail that is automatically recorded online.
• View the status of your carrier contracts.
• Receive up-to-the-minute pending reports.
• Create your own reports providing information on every aspect of your client base.

WorldPort utilizes the VirtGate platform which consolidates and streamlines policy administration by integrating management, processing, reporting of applications, policies, commission, contracts and advisor compliance information - all within an online environment. The VirtGate administrative platform, created specifically for the life insurance industry allows you to track and administer your insurance business online from anywhere in the world. VirtGate’s Document Management means all electronic and imaged documents are integrated directly with your accounts, tying documents directly to the client records. Together with WorldPort, the VirtGate platform further solidifies our commitment to providing our advisors with the technological resources necessary to meet their client’s needs.

For our investment administration platform, Worldsource uses Univeris EWMS. Univeris EWMS delivers the most technically advanced approach to enterprise wealth management by integrating both back office operations and front office practice management for financial advisors into a single, comprehensive system. EWMS' front office practice management is powerful, intuitive and real-time front-end used by advisors to address three key areas of their businesses: investment management, client management and order management. Advisors are able to view their eligible Seg Funds portfolio, provide consolidated client reporting and reconcile commission and trailers across all carriers on one single platform.

With such a powerful combination of tools to address your needs, the benefits are obvious:

• Increase productivity
• Reduce processing expenditures
• Connect seamlessly with carriers
• Eliminate redundancy and decrease duplicate entries
• Cut the new business cycle time
• Reduce hardware costs

This unique combination of tools and centralized database presents a succinct and clear picture of your practice, which enables you to streamline your business; and a concise view of client assets and liabilities, which allows you to identify appropriate product and service offerings.

WorldPort, combined with VirtGate and Univeris delivers the type of tools that progressive and established advisors operating sophisticated practices benefit from, while supporting the continued growth of your business.

To learn more about WorldPort, please contact IDCWIN Inc. Marketing by clicking here.