INDUSTRIES
Unions
We provide a fully integrated client management platform to manage membership subscriptions, communications, accounts and claims for unions.
Our ‘check off’ payment method in addition to the standard payment types allows you to easily identify current, lapsed and prospective members for ballots and campaigns.
Our intelligent task manager ensures that all requests are not only sent to the correct person but are resolved in the shortest available time. A full audit trail of the tasks completed are stored for future reference.
Synergy Army allows you to consolidate all aspects of your membership base in order to draw custom reports and improve your value offering.
Tailored union solutions
Membership subscriptions and renewals
The management of membership subscriptions is core to Synergy Army and has been developed to integrate with a ‘check off’ payment method as well as all of the standard payment types. Current, lapsed and prospective members are easily identified for ballots and campaigns.
Donation entry and reporting
End users can easily create views and reports without help from IT. Get the insights you need to drive your organization forward. Create and access detailed reports on your union’s activities for more effective management.
Member relationship management
Consolidate employer and member information, provide access to different types of operating structures and ensure consistent administration and compliance. Make better decisions on how to optimize your member programs with powerful reporting and analytics capabilities that monitor various aspects of your membership programs such as new sign-ups over time; revenue generated from membership fees; attendance at events; most popular services offered among members; most frequently visited webpages related to the organization’s membership program; etc.
Communication history and recording
Synergy Army’s call management system empowers staff to record and track enquiries, record communications and generally improve the service performance offered to your members.
Extensive data exporting facilities
Easily select and extract a well defined set of contacts based on specific criteria from the user friendly dashboard. Once selected, contacts can appear in standard listing and label reports, mail merges, email merges and exports.
Web integration
Our platform provides an all-in-one solution for cross integration between different systems. Seamless data management and processing puts key information right at your fingertips.
Our fully integrated solution allows you to consolidate all aspects of your membership base in order to draw custom reports and improve your value offering. Access account information for specific branches or members at your fingertips.
Targeted communications
Target specific members of the union with tailored communications and brand experiences. Ensure uniformity and consistency across all communication platforms with a range of templates, forms and scripted responses.
Synergy Army’s call management system empowers staff to record and track enquiries, record communications and generally improve the service performance offered to your members.
Security access levels
With user permissions, you have full control over each user’s access and the functions they have available to them. Easily manage this with user-defined Roles or, for ultimate control, tailor permissions for individual Users.
Third party integration
Our system is designed to allow seamless integration with Excel spreadsheets. Other integration options include address lookup, bank account validation, phone dialling and accounts packages.
Individual or/and mass-communications
Target specific members of the union with tailored communications and brand experiences. Ensure uniformity and consistency across all communication platforms with a range of templates, forms and scripted responses.
Contact profiling
Synergy Army’s organisation wide solution encompasses all departments’ contacts. This information can be shared across the whole organisation providing a full profile of a contact’s interactions with you; enabling you to maximise their impact on your organisation.
Powerful record selection facilities
Our platform provides an all-in-one solution for cross integration between different systems. Seamless data management and processing puts key information right at your fingertips, like account information for specific branches or members.
Claims workflow automation
Synergy Army incorporates existing underwriting information into a fully integrated claims management process, tracking all transactions and automatically verifying premium payments and cover vs date of loss.
Our claims workflow involves the specification and resulting configuration of a series of validations and automated actions for the steps involved in the claims intimation and payment process.
The primary benefit of our claims workflow is the elimination of user mistakes and the prevention of “tasks falling through the cracks.”
Second to this would be the benefit of a reduced need for micromanagement; and ultimately, increased efficiencies.
Software innovation
We have a proud tradition of innovation and of excellence in execution — qualities that we harness to create solutions that serve the insurance industry effectively, sustainably and in a compliant manner.
Contact us for more information on Synergy Army’s premium collection solutions and what we can do for your business.