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 | |