LIFEfit business functionality - for complete product lines
product range | client database | new business | policy servicing | premium accounting | agency & commission | unit accounting | general accounting | actuarial valuation
NEW BUSINESS
Data Entry
On-line real time. Comprehensive validation. Undeletable. Audit Trail.Underwriting
Medical and delivery requirements recording, Progress monitoringRatings, temporary by duration and/or permanent by individual or combination of: percentage of premium, addition to age, lien, reduced sum assured, reduced term
Reassurance
Record and report treaty requirements to comply with, periodic reports, statements & data feed to reinsurers.Coverages
Multiple coverages per contract, unit linked and non-unit linked, multi lives assured, multi selling agents, multi payment frequenciesReporting
Agent reporting including pending, pipeline detailsLetters, emails, faxes, cooling-off notices, policy form printing, .pdf file transfers.
