Developers of Computer Systems for Fraternal Benefit Societies

Who We Are

Policy Management
   Overview
   Environment and Features
   Daily Tasks
   Monthly Tasks
   Quarterly and Annual Tasks

Services
   Evaluation and Proposal
   Conversion and Training
   Continuing Support
   Internet Web Site Services

Contact Us

The installation of Complete Policy Management is relatively quick and simple, and will occur once all custom modifications, if any, have been completed.

Conversion

In most cases some effort will be required to convert your existing information to Complete Policy Management.  There are several support data bases in the system (plans, rates, branches, etc.) that have to be loaded with your information.

Once that is accomplished, then your member and policy information must be loaded.  Our initial visit will determine the scope of this project, but in most cases, a conversion program can be written to transfer your existing policy information.

Training

Initial training will occur before the system becomes operational.  After the conversion is completed, the system will be fully operational, and we will be on site to assure a smooth transition.