Group scheme data

Managing group schemes is both demanding, time consuming and often involves the faithful replication of data from paper to computer system in order to create analysis and reports for corporate clients and for scheme members.

However, using the Client Care Desktop group scheme plug-in, data can be passed electronically between the Product Provider, Employer and Scheme administrator.

The system imports and exports data in a universally acceptable (spreadsheet) format and group scheme data can be used to populate data within the system from scratch as well as being used to manage scheme reviews.

The scheme review wizard automatically updates leavers, joiners and salary reviews, calculates new benefits and even calculates and posts renewal and initial commissions.

Using the group scheme data import wizard not only cuts out manual data entry but also cuts out the opportunity for error.

			The group scheme setup and update wizard enables information to be exchanged with Providers and Scheme Administrators electronically using a Spreadsheet.
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			The new member wizard lets you setup client records for all employees and attach clients to multiple schemes.
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			The wizard even calculates and posts commissions, replacing hours of manual data entry at scheme setup and review.
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