Value Add Products

Value Add Products

Managing MAXUP Value-Add Products

Navigation: Client Administration > Search for existing client > Highlight the client > Edit Client > Maxup

This guide explains how to use the "MAXUP" screen, which is designed to manage value-add products (such as insurance or other services) for a client and their family members.

Before You Begin: Prerequisites

User Permissions: To use this screen, your user profile must be assigned the correct roles by a System Administrator under Setup > Security > Client:
- To view products, you need the MaxUp List View role.
- To add or edit products, you need the MaxUp List Edit role.
Add Family Members: Before adding products for family members, ensure that the spouse, children, or other relatives have been added to the client's profile under the References tab.
Integration Guidelines: For comprehensive technical details, please refer to the main "MAXUP Integration" guidelines.

Understanding the MAXUP Products List

The main part of this screen displays a list of all MAXUP value-add products that have been linked to the client. The table below explains the information shown in each column .

Column Name	Description
Product Name	The name of the specific MAXUP product (e.g., "Funeral Cover").
Service Provider	The company providing the value-add product.
Product Type	The category or type of the product.
Product Total Monthly Fee	The total monthly fee for this specific product.
Product Inception Date	The date on which the product's cover or service began.
Product Expiration Date	The date on which the product's cover or service will end.
Product Policy Number	The unique policy number assigned to the product.

Funeral Insurance

This section outlines how to use and manage Funeral Insurance products within MAXMONEY

Function Description Documentation

For a visual representation, view the infographic: View infographic

Setups This section outlines the steps to set up MAXUP and grant user access Setups

Collecting Premiums The management of the collection of Funeral Insurance premiums Collecting Premiums

Claim Documents The management of the documentation for claims Claim Documents

Reporting To generate reports related to MAXUP client products Reporting

Available Actions

The following actions are available on this screen to manage the client's products :

Feature Description Documentation

Add a new MAXUP Click this to add a new value-add product to the client's profile. Add New

Edit MaxUp First, highlight an existing product from the list, then click this to modify its details. Edit

Reprint MaxUp Document First, highlight an existing product from the list, then click this to reprint the document. Reprint Document

Delete MAXUP First, highlight an existing product from the list, then click this to remove it from the client's profile. Delete

MAXMONEY Developed by MYCOMAX MICROFINANCE SOLUTIONS. Novamesh 18/06/2026

Function	Description	Documentation
	For a visual representation, view the infographic:	View infographic
Setups	This section outlines the steps to set up MAXUP and grant user access	Setups
Collecting Premiums	The management of the collection of Funeral Insurance premiums	Collecting Premiums
Claim Documents	The management of the documentation for claims	Claim Documents
Reporting	To generate reports related to MAXUP client products	Reporting

Feature	Description	Documentation
Add a new MAXUP	Click this to add a new value-add product to the client's profile.	Add New
Edit MaxUp	First, highlight an existing product from the list, then click this to modify its details.	Edit
Reprint MaxUp Document	First, highlight an existing product from the list, then click this to reprint the document.	Reprint Document
Delete MAXUP	First, highlight an existing product from the list, then click this to remove it from the client's profile.	Delete