Are you an Administrator or Call Centre selling
Are you looking for a software suite to administer your clients' personal and policy details?
The PROFIDA Administration Edition is a cost-effective, easy-to-use yet powerful software suite. Some of its features are:
Manage electronically the personal and policy data of your clients or members
Group and manage data of employers and employees
Export policy data to insurers for validation
Import commencement and activation reports
Manage cash and payments directly received from clients or members
Debit premiums of your clients/members' bank accounts and credit cards via your preferred money collection bureau
Integrate with Easy Pay to service your under banked market
Import RD details back into PROFIDA
Keep track of salary deductions
Establish an electronic workflow process for claims
View and perform scheduling task between you and your admin staff
Obtain birthday, tasks and reminder lists
Split commission amongst your firm, underwriter, brokers, call centre operators, referrers, etc. and retrieve detailed commission statements
Customise the flexible PROFIDA security model to allow as much or as little access to data on a per user basis as required
Perform data based marketing and segmentation for cross-selling opportunities
Some of the benefits are:
Facilitate prospect interaction and achieve a higher prospect to conversion rate
Enhance client satisfaction by having their data at your fingertips
Have support for the electronic management of all funeral insurance products and group schemes
Send out targeted sales campaigns regularly
Have record keeping in terms of the FAIS Act made easy
Provide a full audit trail for your compliance officer (data is user, date and time stamped)
Get operational quickly even in case of loss of paper records due to fire, disaster or vandalism with a safely stored backup.
Visit our website for more info or contact us for a demo.
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