Previous PagePROFIDA Administrator Edition
Our PROFIDA® Trainers are professional instructors and
- have each more than 8 years of experience in the Life Industry
- will make themselves familliar with your plans and schemes
- will prepare themselves with your specific business processes and practice
- will know about your commission and fee structures.
This ensures that the users will be familiar with PROFIDA® within a short period of time.
The initial training is hands-on and follows the system implementation phases:
Implementation Phase I
- Capturing of client and policy details
- Capturing of amendments
- Capturing of claims
- Printout of schedule of benefits and statutory notices
- Record keeping
- Workflow
- Document management
Implementation Phase II
- Trial debit order and cash runs
- Bordereaux filtered by different criteria
- Assistance for real time debit order run
- Generation of client statements for employers
- Commission administration
- Commission statements
Implementation Phase III
- Read in of electronic unpaid files from 1st run
- Other reconciliations (EFT, cash, etc.)
- Assistance for 2nd debit run
- If applicable, payment instructions/disbursements
Implementation Phase IV
- Claim statistics
- Income statement
- Other Management Reports
Implementation Phase V
- Follow-up on all trained topics
- Workshops for specific financial accounting cases
- Create form and standard letters
- Bulk processing of reports