Scheme Management

• Recording of schemes with ‘sections’ detailing the benefit and contribution levels that apply to different types of members
• Full member information for each scheme
• Members can be linked to client database – NO duplicated data entry
• Various Scheme listing reports for use with the company and provider at scheme renewal

Letter Production / Mail-Merging via Microsoft Word

• Simple set-up of your own letter templates
• Letters for one or more companies, or one or more members of a scheme, or one or more employees of a company

Document Management

• Letters created for a company are automatically stored in their document folder
• All reports give option to also store in the company document folder
• Can utilise your existing document archive – you don’t have to change your existing procedures

Reviews and Reminders – for companies, case, and schemes

• Each company can have a regular review cycle at any monthly frequency
• Each case and each scheme can have a regular review cycle
• Ad-hoc reviews or reminders can be held for each company
• All reviews / reminders managed using the Action List function