BA COACHES

LIFEfit functionality

Plan settings for new products

• Adam Lee
• Frank Ward

New business and underwriting

• Adam Lee
• Sheila Hanoomanjee
• Nicola Johnson
• Frank Ward

Premium payment and policy accounting

• Adam Lee
• Sheila Hanoomanjee
• Nicola Johnson
• Frank Ward

Unit processing and accounting

• Adam Lee
• Nicola Johnson
• Frank Ward

Commissions

• Adam Lee
• Nicola Johnson

Mortality and charges

• Adam Lee
• Frank Ward

General accounting

• Adam Lee
• Nicola Johnson
• Frank Ward

Direct debits/credits

• Adam Lee
• John Dormer

Policy endorsements

• Adam Lee
• Frank Ward

Maturity, termination and claims

• Adam Lee
• Nicola Johnson

Group policies

• Adam Lee
• Frank Ward

Other applications:

TASKfit

• Adam Lee
• Sheila Hanoomanjee
• Richard Brin
• Frank Ward

LIFE edit/LIFEsource

• Adam Lee
• Sheila Hanoomanjee

Document server

• Sheila Hanoomanjee
• Frank Ward

Upgrade Classic

• Frank Ward

Notetab Light

• Frank Ward

Wincmp

• Frank Ward

Excel

• Frank Ward

Word

• Frank Ward

Winzip

• Frank Ward

Powerpoint

• Frank Ward

Business skills:

Life office practice

• Steve Golding

Project management

• Toni Clarance
• Frank Ward

Other areas:

Fundamental Life Assurance principles & practice

• Steve Golding

Assumed Payment Products

• Richard Brin

Systems Analysis and Design

• Frank Ward

LIFEfit - from gap analysis to implementation

• Frank Ward

LIFEfit - testing

• Frank Ward

Relational databases

• Frank Ward

< Top >