The collection of Funeral Insurance premiums is typically managed by the Service Provider (e.g., Kepler/LifeWize). Refer to the relevant help file for more detailed instructions.

Setup Export File (in MaxAdmin)

To configure the export file for premium collections:

• Navigate to: MaxAdmin > Maintenance and Processes > Setups > MAXUP > Service Provider.

• Edit The Service Provider: Configure the necessary export settings.

Export Collection File (in MaxAdmin)

To generate the collection file for premiums:

• Navigate to: MaxAdmin > MIS > Export for MaxUp Payment Collections (CSV).

Using MaxCollect for Premiums

For instructions on using the MaxCollect module to collect premiums, refer to the "MAXUP MAXCOLLECT" documentation.