This introductory course is a high level overview introducing you to Exergy.
The total solution enables insurers to effectively create, deliver, administer and manage a full range of financial solutions, both as individual policies or as group schemes.
Even though the solution is highly customisable, certain concepts and the initial framework remains fairly constant. This course serves to introduce this framework so that you can easily recognise the various components making up the basis that will form your solution.
WHAT YOU WILL LEARN
Have an understanding of the basic functionality in Exergy
Identify the difference between the policy and contract levels
Recognise and understand the different Client, Policy, Claim Search variations
Recognise the difference between the various system dates used in Exergy
Distinguish the difference between common terms found on a policy, e.g. components, payment details, client roles and transaction details
Identify the basic difference between manual and automatic type alterations
Understand how Exergy is used to manage the claims process; i.e. Capture, Register, Ready for Decision and Pay