Phoenix System Administration encompasses the set up of control tables, user profiles, agent profiles, accounting information, reinsurance plans and activity document templates.

Table Maintenance

'Effective date' related product tables are easily changed to allow for rate adjustments or changes to any discounts/loads, tax values, policy limits or excesses. Full multi-currency requirements for all aspects of premium generation are catered for.

System description fields can be updated to cater for new additions, as can standard referral conditions and policy wordings.

Postcode banding tables can be easily modified, with an optional spreadsheet import facility

User Profile

User security, authorisation and limit levels can be maintained by a designated user.

Password inactivity and change periods can be controlled.

Document information such as name, job title and signature can be held for inclusion in system produced documents and letters.

Broker Profile

The agent/broker administration facility enables the set up of all broker details, such as allowable products, commission levels, payment methods and contacts for the broker.

There is also a facility to process portfolio transfers between brokers.