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

    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

    Cash-Up each day with 100% accuracy.

    IT Support

    IT Support

    Dedicated device and software support.

    Policy Claims

    Claims

    Simplified and automated claims process.