London, EC3R 7BB,
United Kingdom
Charles Taylor
Charles Taylor, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Charles Taylor collaboration with software players such as DXC Technology, Fadata and empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Charles Taylor | Fadata | INSIS Platform Claims Management | Insurance Claims Management | ERP Services and Operations |
| Charles Taylor | Fadata | INSIS Rule Engine | Insurance Pricing and Rating Engine | ERP Services and Operations |
| Charles Taylor | Fadata | INSIS Platform Policy Administration | Insurance Policy Administration | ERP Services and Operations |
| Charles Taylor | Fadata | INSIS Platform Billing and Collections | Subscription and Recurring Billing | ERP |
| Charles Taylor | Fadata | INSIS Platform | Insurance ERP | ERP Services and Operations |
| Charles Taylor | DXC Technology | DXC Agency Link Quite Engine | Insurance Pricing and Rating Engine | ERP Services and Operations |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
|
|
Group 1001 | Insurance | 1500 | $4.5B | United States | DXC Technology | DXC Agency Link Quite Engine | Insurance Pricing and Rating Engine | 2012 |
In 2012 Group 1001 implemented DXC Agency Link Quite Engine as its Insurance Pricing and Rating Engine, deploying the DXC Technology application with SI/VAR Charles Taylor supporting the program. The deployment targeted core quoting and new business submission workflows used by underwriting and agency operations, positioning DXC Agency Link Quite Engine as the central tool for policy quote creation and submission intake.
The implementation centered on the Create a New Quote workflow and the Policy Page user experience, which enforces structured data capture through tabbed submission pages. Each tab displays a red X until required information is provided and then changes to a green check mark, mandatory fields are shaded in yellow and marked with an asterisk, the Agency Contact field is presented as a non mandatory yellow input, the Effective Date requires calendar selection and triggers a pop up if omitted, and the Policy Term defaults to 12 months with an Odd Term selection available for alternate expiration handling.
Integrations were configured to support interfacing capabilities for batch or document upload of new submissions, with uploaded submissions routing users directly to the Policy Page to continue the online application lifecycle. Operational coverage included agent portal entry and underwriting intake processes, aligning the Insurance Pricing and Rating Engine with agent facing submission flows and internal underwriting review.
Governance and workflow controls emphasize validation at the point of entry, including mandatory field enforcement and visual completion indicators to reduce incomplete submissions, and escalation points are provided via the Agency Contact field to route underwriter correspondence. The SI/VAR Charles Taylor participated in the deployment and configuration activities for DXC Agency Link Quite Engine, aligning the application behavior with Group 1001 submission policies and underwriting intake procedures.
|
|
|
La Positiva Seguros | Insurance | 2700 | $690M | Peru | Fadata | INSIS Platform | Insurance ERP | 2017 |
In 2017, La Positiva Seguros implemented the INSIS Platform as an Insurance ERP to consolidate insurance administration across Life, Health, and General lines. The deployment was executed with Fadata as the software vendor and Charles Taylor InsureTech acting as the implementation partner and regional delivery hub for Latin America.
The INSIS Platform implementation covered core Insurance ERP modules including underwriting, policy administration, premium collection, commission calculation, claims processing, and reinsurance capabilities for General Risks, Life, and Health. The program began with the Life Insurance solution, followed by phased rollouts for Health and General Insurance lines, leveraging INSIS Platform configuration and rapid implementation capabilities promoted by the vendor and partner.
Operational scope focused on enterprise insurance functions within Peru, with La Positiva Seguros positioned as Fadata's largest client in the country. Charles Taylor InsureTech provided the regional Center of Excellence in Mexico City to support consulting, systems development, implementation, and post‑implementation customer support for the INSIS Platform.
Governance and delivery were coordinated through Charles Taylor's InsureTech practice and the Fadata licensing and implementation agreement for Latin America, with a structured rollout sequence across product lines and specialist consulting support. The implementation was noted for its functionality, flexibility, rapid implementation capabilities, and an excellent return on investment as reported by the parties involved.
|
|
|
La Positiva Seguros | Insurance | 2700 | $690M | Peru | Fadata | INSIS Rule Engine | Insurance Pricing and Rating Engine | 2017 |
In 2017 La Positiva Seguros implemented the INSIS Rule Engine as part of a deployment focused on pricing and rating capabilities, positioning the project within the Insurance Pricing and Rating Engine category. The engagement involved Fadata as the vendor for the INSIS platform and Charles Taylor InsureTech as the systems integrator and delivery partner, supported by the Charles Taylor Center of Excellence in Mexico City.
The INSIS Rule Engine was configured to provide centralized rule authoring and execution for rating, premium calculation, commission calculation, and underwriting decisioning. Implementation work leveraged INSIS platform capabilities that cover underwriting, premium collection, commission calculation, policy administration, claims processing, and reinsurance, with rule sets and parameterized rating tables used to support product configuration and lifecycle pricing across multiple product lines.
Operational scope began with a phased rollout that started on Life insurance products and then extended to Health and General insurance lines, operating within La Positiva Seguros in Peru. The deployment impacted core business functions including pricing, actuarial, underwriting, product management, policy administration, and claims operations, and was integrated into the insurer’s INSIS-based administration environment to unify rating and policy processing flows.
Governance and delivery were driven by Charles Taylor InsureTech and the Fadata partnership, with the Center of Excellence providing implementation consulting and post-implementation support. La Positiva selected the INSIS Rule Engine citing functionality, flexibility, rapid implementation capability, and an excellent return on investment as primary decision factors.
|
|
|
|
Insurance | 2700 | $690M | Peru | Fadata | INSIS Platform Policy Administration | Insurance Policy Administration | 2017 |
|
|
|
|
Insurance | 2700 | $690M | Peru | Fadata | INSIS Platform Claims Management | Insurance Claims Management | 2017 |
|
|
|
|
Insurance | 2700 | $690M | Peru | Fadata | INSIS Platform Billing and Collections | Subscription and Recurring Billing | 2017 |
|
Buyer Intent: Companies Evaluating Charles Taylor Services
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||