TREVOR

Owner

Goods & Services

Providing online non-downloadable workflow management software; Providing temporary use of online non-downloadable computer software for managing, organizing, storing, tracking, reporting, and monitoring insurance policy records, continuity, administration support, beneficiary verification, emergency contact information management, client relationship management, advisor relationship management, alerts, notifications, audit trails, analytics, and workflow management, and providing access to insurance policy information, records, and reports; Software as a service (SAAS) services featuring software for managing, organizing, storing, tracking, reporting, auditing, and monitoring insurance policy records, continuity, administration support, beneficiary verification, emergency contact information management, client relationship management, advisor relationship management, alerts, notifications, audit trails, analytics, and workflow management, and providing access to insurance policy information, records, and reports; Platform as a service (PAAS) featuring computer software platforms for administration support, policy record visibility, and enterprise oversight of insurance policy portfolios; Providing temporary use of online non-downloadable computer software for financial services, namely, software for managing, organizing, storing, tracking, monitoring, analyzing, and reporting on financial services records for clients and advisors, financial risk assessment, financial audit, workflow management, business continuity management (BCM), governance processes, and enterprise oversight; Software as a service (SAAS) services featuring software for financial services, namely, software for managing, organizing, storing, tracking, monitoring, analyzing, and reporting on financial services records for clients and advisors, financial risk assessment, financial audit, workflow management, business continuity management (BCM), governance processes, and enterprise oversight; Platform as a service (PAAS) featuring computer software platforms for financial services administration, management, enterprise governance, business continuity management (BCM), workflow management, auditing, reporting, analytics, and document management; Electronic storage of financial policy records and documents; Electronic data storage