Computer Science Software (Pty) Ltd
Are you a Healthcare Intermediary who is looking for a software suite to keep electronic track of your clients' personal and policy details? The PROFIDA Professional Edition is a cost-effective, easy-to-use yet powerful software suite. Its features are:
• Manage electronically the personal and policy data of your clients and leads
• Group and manage data of employers and employees.
• Manage payments directly received from clients.
• Establish an electronic workflow process for claims.
• View and perform scheduling task between you and your admin staff.
• View and manage clients' documents directly from their record.
• Obtain birthday, tasks and reminder lists.
• Perform databased marketing and segmentation for cross-selling opportunities.
The benefits in summary are:
• Facilitate prospect interaction and achieve a higher prospect to conversion rate.
• Enhance client satisfaction by having their data at your fingertips.
• Have support for the electronic management of all medical and life assurance products
• Have record keeping in terms of the FAIS Act made easy.
• Provide a full audit trail for your compliance officer (data is user, date and time stamped).
• Get quickly operational again even in case of loss of paper records due to fire, disaster or vandalism with a safely stored backup