Location: South Africa
Capture and debit customers while tracking commissions
Destiny Life required an insurance billing system to simplify and validate the capture of customer data from all its offices and call centers. Collaboration between offices, resellers and staff was key.
Customer data was required to be available to all Destiny Life insurance staff and access to sensitive information was to be restricted to certain individuals within the organisation.
Provision for the storage of all customer and insurance billing data was to be made as well as the automation of the complete payment collection process via debit order batches set for processing on specific days of the month.
The calculation of reseller commissions was vital and SnapBill needed to store customer's records with the required office and agent identifiers in order to simplify reseller commission tracking and reporting.
Secure, customisable insurance billing solution with modular permissions
Since SnapBill runs on the cloud it can be accessed from any web-enabled device. This made connecting Destiny Life's offices and call centers a breeze as no initial capital outlay or infrastructure was required.
Destiny Life's staff was given individual user accounts to access the SnapBill system. This allowed Destiny Life to control the staff members who could access information and enabled SnapBill to keep a full audit history of the actions performed by Destiny Life staff on the SnapBill system.
SnapBill securely stores all of Destiny Life's insurance billing data. This includes both bank account and credits cards. This data is stored in an encrypted manner and staff of Destiny Life only has access to non-sensitive billing information. SnapBill ensures Destiny Life as well as its customers are protected.
Custom fields were used to store values used by Destiny Life in order to facilitate the calculation of commission. SnapBill's multi-tier commission module was configured to generate a comprehensive, period based, reseller commission report that is updated in real-time based on actual debit order collections.