LIFEfit design features - browser & database
introduction |
new product flexibility |
distribution channels |
product range |
client records |
multiple features |
information access |
reporting |
on-line help |
accounting |
letters, emails, faxes, SMS and reports |
operating systems |
installation |
operational requirements
On-Line Help
Maximum user assistance is offered on-line, in order to minimise the use and maintenance of off-line manuals.
LIFEfit provides over a thousand help messages, all of which can be tailored to suit individual requirements.
Accounting
Accounting routines in
LIFEfit offer fully integrated record keeping, comprehensive and flexible, and the structures to interface to dedicated accounting systems. An interface to Sun Accounts is provided as standard, and other interfaces can be easily implemented.
Letters, Emails, Faxes, SMS and Reports
Documents are generated based on standard Microsoft Word templates and system event driven triggers, for client and agent documentation and reports. Interfaces to proprietary word processing packages can easily be incorporated. All outgoing correspondence is automatically stored and can be accessed from system enquiry screens, and sent to clients or agents by post, fax, email or SMS. Likewise, incoming communications can be linked to the policy.
