SOFTIP GARANT

IS SOFTIP GARANT

IS GARANT provides a solution for a pension
company´s back-office.

Information system SOFTIP GARANT supports all operating processes, maintaining low operating costs. It also involves a complex record keeping and administration of contracts and annexes, receiving contributions, management of personal accounts, fund administration, consideration, calculation and payment of pension entitlements and commissions, accounting records, public contribution and other functions. Supported areas of fund processes and activities are as follows:

Contracts and documents

Records of policyholders, contracts and changes, information on policyholders, document processing.

Sales and bonuses

Records of partners, brokers and business networks, calculation and payment of bonuses, reporting.

Contributions

Records of personal accounts, acceptance and identification of contributions, individual and mass payments, administration of funds and asset account of clients, calculation of benefits.

Correspondence and reports

Generation of correspondence, e-mails, text messages and reports, records of dispatched correspondence, support of mass printing.

Pensions and benefits

Processing of allowance applications, calculation and payment of allowances, taxation, transmissions and transfers among funds, executions, inheritance procedures.

Administration

Tools for administration of users and user rights and roles, settings of registers and code lists.

Finances

Financial transactions accounting, basic documentation for inventory and audit, payment system and depository, calculations and keeping of records of administration fees, calculations and keeping of records of fund asset value.

Interfaces

External accounting systems (SAP, Oracle Financial, ...), DMS and OCR systems, home banking systems of different banks, different information portals, external data warehouses.

Supervision

Basic documentation and reports for the National Supervisory Authorities, documentation and reports for the Depository, processing and administration of national contributions

Control and management

Information about operation development and results, planning and monitoring of asynchronous processes, reporting, consistency control.

webGARANT

It supports the communication with clients within the branch network.

WebGARANT is an upgrade of the basic OLTP SOFTIP GARANT system which via the interface carries out the support of the communication with clients within the branch network (internal, external), provides clients with a direct information support via Internet and supports sales activities (a complex sales support). You can use it as a front-end or independent system or it can be connected to the third parties´ systems.

Sales support

Record keeping and hierarchy of brokers and employers, sales network administration, bonus calculation, overviews and setups (production, hierarchy,…), business case, support of employers´ communication and payments with funds – bulk payments schedule (generation, upload, check)

Policyholder´s contact and account

The software is designed for providing information on policyholders´ contracts, policyholders´ individual accounts, entering new contracts and contract changes, choosing investment strategy, preliminary calculations, pensions/allowances (calculator).

Complex processing of clients

Providing information on policyholders´ contracts, entering contract changes, allowance applications, transfer, settlement of inheritance claims, bank statement (present/draft), tax confirmation

Users and access rights

Users, roles and groups record keeping. Access rights.

Target group

WebGarant application is designed for the following groups of users, clients and fund partners

Participants (policyholders)

Access to the contract data, individual account, possibility to enter changes, SMS authorization.

Brokers

Access to their personal data, entering of production, overviews, setups, sales network administration, SMS authorization.

Employers

Access to their personal data, processing of the bulk payments schedule.

Administrator

System administration; users, roles and access rights setups, account maintenance.

Fund´s branch network employees

Complex processing of customer communication, contract changes, providing information and access to the policyholders´ contracts based on the policyholders´ identification.

Other functions

Do you have any other needs? Do you need any specific functions? We will develop any module according to your unique business needs.

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SOFTIP GARANT - designed to support management and performance of pension companies

25%

1.000.000

1

A unique system for a unique organisation

SOFTIP GARANT

MIS GARANT

webGARANT

SOFTIP GARANT

IS SOFTIP GARANT

IS GARANT provides a solution for a pension company´s back-office.

Contracts and documents

Sales and bonuses

Contributions

Correspondence and reports

Pensions and benefits

Administration

Finances

Interfaces

Supervision

Control and management

webGARANT

It supports the communication with clients within the branch network.

Sales support

Policyholder´s contact and account

Complex processing of clients

Users and access rights

Target group

WebGarant application is designed for the following groups of users, clients and fund partners

Participants (policyholders)

Brokers

Employers

Administrator

Fund´s branch network employees

Other functions

SOFTIP GARANT reflects many years of experience in a variety of pension companies.

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Who will take care of you?

IS GARANT provides a solution for a pension
company´s back-office.