Membership Management Service

• Member Enrolment
• Underwiting according to our rules and client’s underwriting policy
• New member communications e.g. Enrolment Pack, Certificate of Membership, Membership Cards and so on
• Website and mobile functionality for e.g. membership, contribution, claims and benefits information.
• Member Support Service
• Contribution/ Premium Management for e.g. direct collection process, credit control rules, billing reconciliation and so on.
• Financial Management including allocation, reconciliation and maintenance of records and accounts
• Regulatory Compliance
• Risk Management
• Reporting and Client Support including annual financial statements, scheme financial reporting and monitoring, calculating the provision for outstanding claims (IBNR) and fund management

Membership Management Facsheet