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