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FUNCTIONALITY |
DESCRIPTION |
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Enquiries available to front office staffProvides access to Front Office Staff to perform enquiries on member records and view progress on claims. Information available on this site is confidential, and can only be viewed by users with the required access. Users need to register before they will be able to access information.
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Claim Enquiry |
Enquire on all claims and view breakdowns of the results. Track the progress of claims in process, and view all previous claims that have been initiated. |
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Quotes |
Generate quotations for selected events, view all previous quotations that have been requested and view breakdowns of the quotation results. |
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Projections |
Generate benefit projections, view previous benefit projections and display benefit projection results graphically. |
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My Work |
Create a new service request note containing the contents of a phone call received from a client and allocate users for the service request.
Close the service request.
Search for a member of a scheme performing the following: - View the pay centre to which the member is linked - View the details of a member’s claim - View the notes created for a member - View documents that have been uploaded for a member - Load Documents for a member |
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Reports |
View a report of the statuses of all claims in progress.
View a report of all of the notes associated to the memberships for the selected scheme.
View a report of all prior claims, cessions and preference claims registered against the members' fund values. |
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Communication |
Communicate with the back-office. |
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