Eclipse Life Administrator
Eclipse Life Administrator is a fully featured front office application for managing an organisation's corporate database. Life Administrator provides a wide range of policy servicing functionality including:
Client
- Client Search
- Personal & Corporate Client Maintenance
- Client-Policy Relationship Enquiry
Intermediary
- Intermediary Search
- Intermediary Maintenance
- Intermediary Hierarchy
- Management
- Enquiry
- Policy Relationship
- Commission Statements
- Payment Details
New Business
New Business Policy
- Policy Capture
- Review
- In-Force Checklist
- Set In-Force
Single Premium Injection
- Premium Capture
- Review
- In-Force Checklist
- Set In-Force
Cash Management
- Cash
- Input
- Clearance
- Transfer
- Refund
- Drill-down Enquiry
- Company Account Management
Fund
- Fund Enquiry
- Fund Price
- Import
- Maintenance
Policy Servicing Transactions
- Direct Debit Maintenance &
- Authorisation
- Full & Partial Fund Switch
- Unit Adjustment
- Regular Premium Increase &
- Decrease
- Change
- Premium Frequency
- Sum Assured
- Retirement Age
- Full & Part Surrender
- Underwriting
- Automatic Reassurance
- Policy Notes Maintenance
- Policy Cancellation
- Policy Windback To Proposal
- Cancel Single Premium Injection
- Premium Arrears Cancellation
- Premium Holiday Maintenance
- Regular Withdrawals
- Death Claims
- Document Enquiry & Print
Policy Enquiry
- General
- Billing
- Client Policy Enquiry
- Premium
- Fund & Fund History
- Commission & Commission History
- Account Balance & Account Postings
- Risks
- Payments & Withdrawals
- Policy Log
- Scheduled Events
- Document Enquiry
Exchange Rates
- Exchange Rate
- Import
- Enquiry
