Three out of nine pension companies in the Czech Republic manage their accounts through IS SOFTIP GARANT
It is a data warehouse for providing management information.
Provides a solution for the back-office of a pension company
SOFTIP GARANT supports all operational processes and enables you to achieve low operating costs. It provides comprehensive records and processing of contracts and amendments, receipt of contributions, maintenance of personal accounts and fund administration, assessment, calculation and payment of claims, calculation and payment of commissions, accounting records, state contribution agenda and other functions.
Provides client contact support in the branch network
Contracts and Documents
Trade and commissions
Contributions
Recording of personal accounts, receipt and identification of contributions, individual and bulk disbursements, administration of client funds and property accounts, calculation of returns.
Correspondence and reports
Generation of correspondence, e-mails, SMS messages and reports, registration of sent correspondence, support of bulk forms.
Pensions and benefits
Administration
Finance
Interfaces
Surveillance
Control and management
Sales support
Registration and hierarchy of intermediaries and employers, management of the business network, Setup and calculation of commissions, reports and reports (production, hierarchy, etc.), Business case, Support for communication and payment of the employer with the fund - mass payment schedules (generation, upload, control).
Contract and policyholder account
Provision of policyholder contract information, Individual policyholder account, Entry of new contracts and contract changes, Investment strategy selection, Preliminary calculation, Pension/benefit (calculator).
Comprehensive client equipment
Users and access rights
participants (policyholders),
intermediaries,
employers,
Administrator,
Head of Competence Centre
SOFTIP GARANT
Head of Competence Centre
SOFTIP GARANT
