Our services

NEOS is committed to setting new standards of excellence in financial services.

Insurance and superannuation are highly complex and highly regulated industries that require new solutions to meet the demands of customers, regulators, boards and shareholders.

NEOS has taken a fresh approach to solving these challenges by taking a customer first approach underpinned by cloud-based technology and industry leading service in developing innovative solutions and partnerships.

Since our founding, we’ve demonstrated our capability in creating value adding solutions for our partners that are low risk, compliant, secure and quick to market aligned with our partners’ long term strategic goals.

We can design, build, distribute and administer insurance products across multiple channels.

  • Market analytics
  • Business case
  • Product design
  • Pricing design
  • Collateral
  • PDS drafting

We have a substantial sales and marketing team specialising in:

  • Brand development
  • Collateral management
  • Marketing and communications
  • Go to market strategy
  • Sales process design
  • Sales management
  • Analytics and industry benchmarking

Our foundation specialty is administering life insurance products.

  • Underwriting rules design and processing
  • Customer servicing
  • New business, renewal, and alteration processing
  • Billing, stamp duty, GST, general ledger, commission & reinsurance management
  • Inforce analytics including experience analysis
  • Claims management technology

We offer a fully automated, cloud-based ROSA solution for trustees and insurers that synchronises with insurers’ policy administration systems for real-time control.

  • Registry management
  • Member correspondence
  • Contributions and rollovers
  • Premium payments
  • Claim staking and payments
  • Death benefit nominations
  • S290-170 management and tax refunds
  • Regulatory reporting
  • Member services

Compliance is a core competency which we take seriously. We work with our partners to meet their regulatory and reporting requirements and help ensure their products are administered efficiently, honestly and fairly.

  • APRA reporting
  • Trustee reporting
  • LICOP reporting
  • Breach reporting
  • DDO reporting

We have a demonstrated expertise in partnering with technology vendors to deliver secure, compliant, robust and cost-efficient systems.

  • Life insurance administration
  • Underwriting rules engine
  • Premium calculation and quotation
  • Adviser platform
  • Superannuation gateway
  • Cloud reporting system
  • Claims management system

Interested in partnering or working with us?