The Policy Manager

features

Experience the best features ever

Secure,Fast & Easy to Use

Uncomplicated and effortless user interface improving office workflow and staff productivity.

Rich experience

Multiuser & Multi Branch: Any number of branches and users can access policy data from anywhere in the country through secure authentication.

Support

Our very efficient support team is always ready to assist you, Monday to friday from 8:30AM-4:00PM .

solutions

What our software can do for you

What it Offers

The Policy Manager offers a secure administration and payment solution with multiple, platforms and protects against theft and fraud. Policy Holder peace of mind, due to secure payment solutions and policy holder communication (sms).

Payments Monitoring Facilities

Quick branch income view for owners, Mobile terminals for remote collection facilities, Easypay integration, Card Design and Printing

Policy management

Manage Main Members, Spouse, Dependents and Extended Members, Membership Certificates

Premium Collections

o Manage Cash collections
o Manage Debit Order collections
o Manage Stop Order collections
o Manage EasyPay collections
o EasyPay card printing

Communications

SMS clients directly from the system.

Funeral scheduling

o Schedule Funeral Date, Time, Place directly from the system.
o Death register.
o Capture claims.

Reporting

o Underwriter reports
o Collection reports
o Branch reports

Client Data security

o Data is backed up daily with The Policy Manager making use of onsite as well as cloud backup services ensuring that client data is safe.
o Full Audit Trail of all changes made on a policy by any user

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