This course has been designed for all client administrative/support business users that perform Individual Life policy administration within the organisation, as part of their daily routine tasks.

This programme is also recommended for SilverBridge partners that are responsible for client implementation and support and that are required to:

  • Gather and refine business requirements related to policy administration
  • Set up Exergy operations according to business requirements
  • Support and implement policy related processes in Exergy

Please carefully read the Course Instructions below before commencement of this course.

Course Instructions
Course Outcomes
Course Outlines

Exergy2Go SOP Checklist

This checklist provides the SilverBridge standard framework for processing in Exergy. It may be referenced to assist our implementation partners and clients to define and align standard tasks to the Life Company’s business requirements.

Exergy2Go standard operating procedure (SOP)

This document describes the recommended procedures and processes associated with the maintenance tasks in Exergy; i.e. Premium collections, daily, monthly, year-end and adhoc tasks, etc. This is the recommended maintenance tasks for standard Exergy2Go and is aimed at assisting implementation partners and clients when defining client specific business requirements.