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Assisting Fund Managers
Through integration with various departments and Fund Managers, the system will pro-actively send a notification to the fund manager informing him of the change in contact details of the policy holder and or beneficiary upon such information being picked up on from the network provider
Notifying Beneficiaries
We pro-actively send a notification to the beneficiary or contact person and Fund manager upon the issue of a death certificate by the Department of Home Affairs informing them of the location of a polices, Will and contact details of the organization
Updating Your Contacts
We enforce adherence to the burial rights found in wills of the deceased and also enabling policyholders to update their beneficiaries contact details and to simultaneously keep their policies up to date
About Briefcase
- We do this by pro-actively notifying the Beneficiaries of policies and Fund Managers upon contact number change and or issuing of a death certificate by the department of home affairs.
- Allowing the policy holder to remain discreet with his information until the time is right
- 2019 Top 3 winners of the BMF & Standard Bank Innovation and Invention Programme
Get real time notifications once a death certificate is printed by the Department of Home Affairs or upon change in contact details
We make the intergration to every stock or policy seemingless easy and flexible
Continuous monitoring of both the member and the beneficiaries contact details
Ensuring that information is sent to the right person at the right time
What Others Are Saying About Us
Zayeed Anwar
Marketing Head, Xayeed Group of Industries.
Samantha De Suza
Founder, The Daily World Finance