Serenity Life Insurance, South Africa

The solution, branded MARATHON by Serenity Life and Insurance, South Africa, is an insurance management software. Salespeople of the business use this software to acquire new customers, manage their portfolio and manage and track claim requests. It’s a unique system in the region of Africa that takes Insurance sales into the field by automating the entire process over the web.

For their representatives to effectively manage and provide full control of Insurance Funeral policy management, Life cover and Unit Trust products for Serenity Life and Wealth. Towards this goal was to create a multi-layered system that allowed for:

• Role player Definition.
• Provide Life/Funeral Plan and Policy and Unit Trust information.
• Allow for User Management.
• Manage the major administrative services for each customer/client.
  • Monthly Premium updates.
  • Reconciliations.
  • Premium arrear report.
  • Commission reports.
  • Expense allocations.
  • Client communication like missed premium, policy lapses and cancellations.
  • Policy amendments.
  • Claims processing.
  • Claims experience reports.
  • Premium collection by debit order from your members.
  • Unit Trust Investment Tracking Account.

• There are various live and transactional reports which help in data analysis to run the business more effectively. Along with these, certain automated utilities like Claims processing, Commission reports, Premium arrear reports help save considerable amount of resources and time.
• The System is based on a multi-layered security infrastructure that restricts unauthorized intrusions by controlling access to menus and functions.
• With the help of Marathon Client Care System, Serenity has improved the quality of customer services and lowered the operational costs.