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 |
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| 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 |
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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.
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La Positiva Seguros | Insurance | 2700 | $690M | Peru | Fadata | INSIS Platform Policy Administration | Insurance Policy Administration | 2017 |
In 2017 La Positiva Seguros implemented INSIS Platform Policy Administration, deploying Fadata's INSIS solution as its Insurance Policy Administration platform. The engagement was executed through a partnership with Charles Taylor InsureTech as the implementation partner and Fadata as the software vendor, establishing a formal delivery model for Peru focused on core policy administration capabilities.
The INSIS Platform Policy Administration implementation covered standard Insurance Policy Administration modules, including underwriting, premium collection, commission calculation, policy administration, claims processing, and reinsurance for General Risks, Life, and Health. Configuration work prioritized the Life Insurance solution initially, followed by Health and General Insurance product lines, reflecting a phased product-line rollout approach.
Operational delivery leveraged Charles Taylor InsureTech's Regional Center of Excellence in Mexico City to provide consulting, systems development, implementation resources, and post-implementation support. The implementation model combined vendor-provided software with Charles Taylor InsureTech consulting, enabling centralized project governance, localized delivery for the Peruvian market, and ongoing support from specialized insurance technology consultants.
Governance and rollout emphasized rapid implementation capabilities and practical configurability, attributes cited by La Positiva Seguros as reasons for selection. The project narrative positions La Positiva Seguros, INSIS Platform Policy Administration, and Insurance Policy Administration as aligned with business functions for underwriting, policy lifecycle management, billing, commissions, claims, and reinsurance, with Charles Taylor InsureTech delivering implementation and post-go-live support.
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La Positiva Seguros | Insurance | 2700 | $690M | Peru | Fadata | INSIS Platform Billing and Collections | Subscription and Recurring Billing | 2017 |
In 2017 La Positiva Seguros deployed INSIS Platform Billing and Collections from Fadata, with Charles Taylor acting as the implementation partner. La Positiva Seguros implemented INSIS Platform Billing and Collections to centralize Subscription and Recurring Billing for premium collection and policy administration across its insurance lines. The deployment addressed core billing and collections workflows within the insurer rather than a point billing tool.
The work concentrated on the billing and collections module within the broader INSIS insurance suite, leveraging functionality for premium collection, commission calculation, and policy administration. The INSIS Platform Billing and Collections implementation began with the Life Insurance solution, followed by sequential rollouts for Health and General Insurance lines, reflecting a staged line-by-line deployment approach. Configuration emphasized aligning billing cycles and collections processes with underwriting through claims workflows to preserve end-to-end insurance operations.
Charles Taylor provided regional delivery and post-implementation support through its Center of Excellence in Mexico City, and supported licensing and implementation activities for Fadata's INSIS platform across Latin America. Operational coverage was focused on La Positiva Seguros business units in Peru across Life, Health, and General lines of business, with integration points concentrated on insurer administration processes and recurring premium orchestration. The deployment model combined vendor-supplied software from Fadata with Charles Taylor InsureTech consulting and implementation services.
Governance followed a staged rollout across business lines with ongoing application support and consulting from Charles Taylor InsureTech, and Fadata retained product responsibility for INSIS. La Positiva selected INSIS for its functionality, flexibility, rapid implementation capabilities, and expected return on investment, and the engagement emphasized consulting-led configuration and post-go-live support.
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Insurance | 2700 | $690M | Peru | Fadata | INSIS Platform Claims Management | Insurance Claims Management | 2017 |
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Insurance | 2700 | $690M | Peru | Fadata | INSIS Platform | Insurance ERP | 2017 |
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Insurance | 2700 | $690M | Peru | Fadata | INSIS Rule Engine | Insurance Pricing and Rating Engine | 2017 |
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Buyer Intent: Companies Evaluating Charles Taylor Services
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