Are you an Administrator or Call Centre selling

• Death,
• Accidental, or
• Funeral Cover?

Are you looking for a software suite to administer your clients' personal and policy details?

The PROFIDA Administration Edition is a cost-effective, easy-to-use yet powerful software suite. Some of its features are:

Manage electronically the personal and policy data of your clients or members

Group and manage data of employers and employees

Export policy data to insurers for validation

Import commencement and activation reports

Manage cash and payments directly received from clients or members

Debit premiums of your clients/members' bank accounts and credit cards via your preferred money collection bureau

Integrate with Easy Pay to service your under banked market

Import RD details back into PROFIDA

Keep track of salary deductions

Establish an electronic workflow process for claims

View and perform scheduling task between you and your admin staff

Obtain birthday, tasks and reminder lists

Split commission amongst your firm, underwriter, brokers, call centre operators, referrers, etc. and retrieve detailed commission statements

Customise the flexible PROFIDA security model to allow as much or as little access to data on a per user basis as required

Perform data based marketing and segmentation for cross-selling opportunities

Some of the benefits 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 funeral insurance products and group schemes

Send out targeted sales campaigns regularly

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 operational quickly even in case of loss of paper records due to fire, disaster or vandalism with a safely stored backup.

Visit our website for more info or contact us for a demo.