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


POLICY SERVICING


In this section: status changes | status history | underwriting | endorsements | charges | client /agent communication | claims | income payments | policy enquiries | payment collection methods

Claims

Withdrawal, surrender, partial surrender, death, maturity, waiver
Integrated general accounting includes loan & dividend adjustments, withholding, charging structures & penalty calculations

Income Payments

Annuity, disability, distribution and any regular payment

Policy Enquiries

On-line real time
Accounting, premium, commission, client details, funds, units, deposit interest history, projections, future events, correspondence, valuation

Payment collection methods

Telegraphic Transfer, Standing Order, Direct Debit or BACS, Cash, Cheque, Credit Card, Smart Card, Maestro, SWIFT

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