CRM| Short Term| Assurance| Investments| Credit Life| Medical Aid| wills & estates| Commission

The Contact Management application is the foundation of our product offering. With its central customer database, it can be used as a standalone application or combined with the other modules for a more comprehensive solution.

The Short Term Insurance solution allows you to create and manage a complete short term brokerage for both personal and commercial lines of business. Use the Financials- and Collections modules to collect premiums and manage accounts.

Complete your client's portfolio with data for their assurance, investments and credit life policies. Send visually appealing policy schedules and portfolio packs to both client and product provider.

The Medical Aid module allows you to keep record of your client's medical aid plan with member data and rewards programs.

Administer large scale Group Schemes or individual plans with the integrated Funeral module.

The Commission Processing module includes all the functionalities of a comprehensive commission management system.

 Online forms allow for electronic data to be integrated directly with your practice management, line of business or CRM system. 

The Client Portal is designed to act as a direct and open channel between Client and Financial Advisor / Brokerage. Your client will be able to access the Client Portal from any digital device using secure login details.

Talk to us about the automation of the full Wills and Estates process starting from initial invitation from adviser to client up until successful creation of the will.