Medical Insurance

Medical Insurance Highlights

Fast and easy inquiries by policy number or client name
Automatic posting to General Ledger
Quick, accurate production of settlement reports
Eliminate individual branch settlement with centralized electronic settlement
Print policies to provide legal client records
Offer single person or family rates, or client age-based rates
Recognize health-related seller pricing requirements

AXIS Medical Insurance processes medical insurance policy transactions, enabling customer service representatives to sell, refund, extend, and cancel policies. Medical Insurance offers many time-saving options, including electronic settlement, and accommodates cost-effective growth by handling multiple branches, tellers and products.

Using Medical Insurance, customer service representatives can:

sell day trip insurance policies, annual coverage, or top-up coverage for existing annual policies
log trips taken by a client and covered under an annual policy
change annual policies, and day trip and top-up coverage
extend day trip policies that are in effect
fully or partially refund a day trip or annual policy
print policy receipts with complete policy and client information

When annual policies require cards, you can set up Medical Insurance to print individual cards immediately when a client purchases the policy, or to cache cards for batch printing. When you print cards later, Medical Insurance offers a complete list of annual cards, by seller, allowing you to review card information for accuracy.

Medical Insurance automatically provides pricing information and determines your club's commission based on the specified product and on client information. Your club can set up multiple policy prices, letting you provide single person, family, and age-based rates for each product.

For sellers who price policies based on client responses to health-related questions, Medical Insurance allows you to set up underwriting questions. When a customer service representative processes sales of a product with underwriting questions, Medical Insurance automatically prompts for appropriate responses.

Medical Insurance supplies a full range of settlement, commissions due, sales/productivity, partial payment, and outstanding renewal reports. A Price/Commission Listing shows prices and commission fees set up for each product offered by your club.