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


PRODUCT RANGE

Traditional:

Endowment, mortgage endowment, whole of life, term, decreasing term, takaful, annuity, health, and pension

Unit Linked:

Endowment, mortgage endowment, whole of life, term, decreasing term, pensions and bonds, takaful

Interest Sensitive

Universal life, interest-sensitive life, deferred annuities

General Features

Single, joint and multiple lives, beneficiaries, owners
Single, regular, irregular and escalating premiums

Group

Credit Risk, Term, Accident, Mortgage, Credit Life
Pension administrations include Annuities, Deposit Administration (with or without Bonus distribution), Personal Pensions, Unit Linked, Internal funds, Defined contributions, etc.

CLIENT DATABASE

Roles & Relationships

Client based, personal and corporate

Bank Details

Separate bank file cross-related to client file and policy file