COMPASS

Downloadable and recorded computer software and manuals sold as a unit for use in quoting, issuing, underwriting, administering, and maintaining insurance policies and annuities and for associated billing, collections, record keeping, reporting, claims processing, loans, accounting, commission payments, trade reconciliation, tax calculations, and disbursements for insurance policies and annuities; downloadable and recorded computer software and manuals sold as a unit for use in quoting, administering, and maintaining retirement plans, pension plans, and investment and wealth management plans and for associated billing, collections, record keeping, reporting, claims processing, accounting, commission payments, trade reconciliation, tax calculations, and disbursements for retirement plans, pension plans, and investment and wealth management plans

Software as a service (SaaS) services featuring computer software for use in quoting, issuing, underwriting, administering, and maintaining insurance policies and annuities and for associated billing, collections, record keeping, reporting, claims processing, loans, accounting, commission payments, trade reconciliation, tax calculations, and disbursements for insurance policies and annuities; software as a service (SaaS) services featuring computer software for use in quoting, administering, and maintaining retirement plans, pension plans, and investment and wealth management plans and for associated billing, collections, record keeping, reporting, claims processing, accounting, commission payments, trade reconciliation, tax calculations, and disbursements for retirement plans, pension plans, and investment and wealth management plans; application service provider (ASP) services featuring computer software for use in quoting, issuing, underwriting, administering, and maintaining insurance policies and annuities and for associated billing, collections, record keeping, reporting, claims processing, loans, accounting, commission payments, trade reconciliation, tax calculations, and disbursements for insurance policies and annuities; application service provider (ASP) services featuring computer software for use in quoting, administering, and maintaining retirement plans, pension plans, and investment and wealth management plans and for associated billing, collections, record keeping, reporting, claims processing, accounting, commission payments, trade reconciliation, tax calculations, and disbursements for retirement plans, pension plans, and investment and wealth management plans; computer software installation for insurance and annuities software; computer software maintenance for insurance and annuities software; updating of computer software for insurance and annuities software; computer software development for insurance and annuities software; computer software consulting for insurance and annuities software; technical support services, namely, troubleshooting of computer software problems for insurance and annuities software