Platform

The whole insurance process, for one client at a time.

Staff work in the desk. Collectors work in the field desktop, including when the signal drops. Both talk to that client's database only.

  1. Quote and apply. A plan, a premium, and the people on the policy.
  2. Issue. A policy number, a commencement date, and the collection method: debit order, EasyPay, or cash.
  3. Collect. What is due, what was paid, and what is in arrears.
  4. Claim. Lodge, review, and mark paid, with the benefit amount next to the policy.