3.2 Funeral Insurance on a Client (Standalone)

You can also add and manage Funeral Insurance products directly on a client's profile, independent of a loan.

• Navigate to: Client Administration > Search for a client > Edit Client.

3.2.1 Setup the Beneficiary and the People Covered

This step is crucial for defining who benefits from and is covered by the insurance policy.

• Navigate to: Client Administration > Search for a client > Edit Client > References.

• Enter Details for Each Person:

  • Title: Select the appropriate title.

  • Initials: Enter their initials.

  • Full Names: Enter their full names.

  • Surname: Enter their surname.

  • Gender: Select the gender.

  • ID Number: Enter the ID number if available.

  • Date of Birth: Enter the date of birth.

  • Relationship: Select the relationship this person has to the client (e.g., spouse, child, other family member).

  • Click Save. You can add multiple people here.

3.2.2 Add Funeral Insurance to the Client

1. Navigate to: Client Administration > Search for a client > Edit Client > MAXUP.

2. Click "Add a New MaxUp Payment".

3. Complete Product Fields:

   • Maxup product: Select a Funeral Insurance product from the list.

   • Product Inception Date: Enter the start date of the product.

   • Click Save.

4. Select Covered People: Choose the individuals who will be covered by this product from those added in the References section.

5. Select Beneficiary: Designate the beneficiary for the policy.

6. Print Documentation: Click the hyperlink to download and print the Insurance documentation.

Watch this video on YouTube for a visual guide: https://www.youtube.com/watch?v=DJrbFXPN9M4

3.2.3 Reprint the Funeral Insurance Documentation

To re-print previously generated funeral insurance documents:

1. Navigate to: Client Administration > Search for a client > Edit Client > MAXUP.

2. Highlight the product you wish to reprint.

3. Click "Reprint MAXUP Document".

3.2.4 Remove the Funeral Insurance

To remove a funeral insurance product from a client's profile:

1. Navigate to: Client Administration > Search for a client > Edit Client > MAXUP.

2. Highlight the product you wish to remove.

3. Click "Edit MAXUP Document".

4. Click "Delete".