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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
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Daily
Tasks
A full
range of applications has been provided to accomplish routine daily
tasks. Each of these tasks is controlled by the security system,
so authorization to use these tasks can be granted or withheld as you
choose.
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Inquiry
- provides all information regarding an insurance policy or annuity
contract. Sample information screens have been included for
you to examine.
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New
Business - adding new insurance policies or annuity contracts to the
system.
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Payment
Processing - includes premium, dues, loan and contribution
payments. Also provides for address changes if necessary.
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Premium
Deposit tracking
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Beneficiary
and Death Claim processing
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Surrenders
(cash, maturities, conversions, etc.)
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Loans (Policy,
Installment. Automatic Premium Loans)
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Policy
Changes (Unrestricted and Restricted)
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Annuity
Servicing (withdrawals, settlements, etc.)
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Member
Changes (new members, address, phone, etc.)
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Policy
Illustrations (NAIC compliant)
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......
and many more
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