Does Vision have a standard method of managing projects?
Yes. Vision Financial uses established project planning methodology which includes development of project documentation, establishing user requirements and detail design, construction and testing with the ultimate goal of customer sign-off and delivery at project completion.

How will communication flow between the carrier and Vision Financial during the course of the project?
Initially, a face to face meeting is best to ensure that there is agreement and understanding between all parties about the scope of the project and the expected deliverables. As the project progresses additional face to face meetings may be possible depending on time and distance. If distance is prohibitive, Vision Financial and the carrier will establish a regular communication via conference call to track the progress of the project.

How does Vision Financial work with a carrier to design a product?
Vision Financial's Consulting staff will assist the carriers' actuaries and marketing product development staff with development of pricing assumptions and analysis of competitive product information.