Report Summary:

SunGard is a private company based in Wayne, PA, with around 16,000 employees and over $100 million in revenue. SunGard iWORKS NAVIGATOR Illustrations is a standalone component of the iWORKS NAVIGATOR policy administration suite. Publicly-announced clients include ColinaImperial Life Insurance, Colonial Life & Accident Insurance Company, Fidelity Investments, First Catholic Slovak Ladies Association, Guardian, John Hancock and Travelers. The solution was profiled in the Novarica Market Navigator™ US Life/Annuities Illustrations Systems 2008 (Q2) Research Report, published in May 2008.

References for this Novarica ACE Ranking included:

• Director, Project Implementation at a large US life/health insurer, which has been using the solution for 7 years for distribution, actuarial, policyowner services & claims.
• AVP Annuity Marketing at a large US life/health insurer, which has been using the solution for 4 years for sales and marketing.
• Director, Software Engineering at a large US life/health insurer, which has been using the solution for 6 years for sales.
• Director at a large US life/health insurer, which has been using the solution for 15 years for manufacturing & distribution.
• Project Leader II at a midsize US life/health insurer, which has been using the solution for a year for underwriting, life services and agents.

Novarica Average Customer Experience (ACE) Rankings are produced independently and are not sponsored by the vendor. Novarica offers vendors the opportunity to direct clients to the survey and also solicits participation directly from its own network of insurer contacts.

CONTENTS

About the Respondents…2
Staff…2
Organization…3
Functionality…3
Technology…3
Overall Customer Satisfaction…4
Additional Client Comments…4
About Novarica…4