PROFIDA Underwriting Edition

Our PROFIDA^® Trainers are professional instructors and

have each more than 15 years of experience in the Short-Term Insurance Industry
will make themselves familliar with the policy wordings of your insurance products
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 and endorsements
Capturing of claims
Printout of policy schedules 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 annual polices
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
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