New Business

Business Oppurtunities
  • Needs Analysis
  • Capture Policy
  • Application
  • Products & Benefit Selection
  • Verify Debit Order Details
  • Private or Government
  • Stop Order Handling
  • Complete Electronic Application with Terms
  • Issue Participation
  • Certificate with Terms
  • Issue First Receipt with
  • Joining Fee
  • Register New Business
  • on POS Device
  • Tablet Application for
  • New Business
  • Existing Business

    Business Expansion
  • Search & View Policy
  • Policy Amendments
  • POS Device Premium Collection
  • Private or Government Stop Order Handling
  • Complete Electronic Application with Terms
  • Intelligent Receipting based on Policy Status, Premium Increase and Additions or Deletions of Members
  • Super Fast Premium Collection for cash, stop order, debit order, and direct deposit
  • Issue Participation Certificate with Terms
  • View Premium History
  • Document Management
  • Claims
  • Communication with Policy Holder via EMAIL or SMS
  • Manage Policy Commencement Date Policy Status
  • Date Last Paid Re-instatement of Lapsed Policy
  • Branch Management

    Bracnh Management
  • Cashier Takings Report
  • Cash-up Premium Collections
  • Bank Premium Collections
  • POS Device Cash-up & Banking
  • Premium Collection Reporting Payment Reversal Mechanism on Authorization
  • Payment Receipt on Lapsed Policy Authorization
  • User access is role and permission based
  • Access to Policy holder data storage
  • New Business Reporting
  • Back Office Management

    Back Office
  • Multi Group / Branch / User Set-up with Password / PIN Security
  • Set-up/Import Agents – New Business, or Collection Agents
  • Split Agent Commission
  • Set-up POS Devices to appointed agents
  • Set-up of Products, Plans and its Benefits
  • Launch Premium Increase
  • Full Audit Trail
  • Full Reporting
  • Manage Stop Order Employers
  • Produce Employer Deduction Schedules
  • Import/Export Facility for Policies/Payments
  • Manage Debit orders
  • Bulk Sms facility
  • Receipting


    Receipting made easy and fast for efficient service.

    Policy Management

    Policy Management

    Manage your policy holders efficiently.

    Corporate Identity

    Corporate Identity

    The ability to brand uniquely.

    Cash Up


    Cash-Up each day with 100% accuracy.

    IT Support

    IT Support

    Dedicated device and software support.

    Policy Claims


    Simplified and automated claims process.