Our Administrative System
saves funeral homes thousands of dollars every month. We closely monitor
insurance company payments eliminating unjustified chargebacks and
underpaid commissions. Additionally, PFP saves
the client Funeral Homes a significant amount of money through efficient
management of commissions processes. The reduction of employee workload
will allow your employees to focus on quality customer service.
We continue to add enhancements to upgrade its functionality. PFP
continuously upgrades the support system to streamline processes for
maximum efficiency.
The Administrative
Support System specifically handles:
- Commission schedules
for each counselor.
- Track new issue of
every policy.
- Track all
chargebacks, lapses and conversions.
- Verify each
commission to be paid.
- Verify each
chargeback (validity) and the amount.
- Prepare agent
commission report weekly.
- Prepare agent
chargeback report weekly.
- Prepare agency
commission report weekly.
- Prepare agency
chargeback report weekly.
- Issue commission
checks for appropriate amount for each counselor and agency.
(Extra Cost)
Establish, build, track
and maintain reserves on all agents and agency.
Immediate resolution of discrepancies. For
further information on our Administrative Support System, please
contact
our office at 800-529-7729 or send an
email to
succeed@preneed.net.
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