Our customers enjoy a variety of services that provide them with a complete service package that includes:
Pension arrangement management
- pension planning with advanced simulators by experienced professionals
- gathering all of the information about the pension plans and relevant insurances
- Representation in front of all insurance companies, pension and investment funds
- handling work leave
- retirement planning
Financial arrangement management
- Planning, characterization and analysis of needs to build a high-quality, customized investment mix
- a variety of advanced financial solutions
- Premium Customer Department
Clearing and collection services
- split payroll control
- transmitting information securely Via safes
- Transfer of funds to producers through
- trust account (automatic receipts)
- bank clearing center of provident fund providers
- direct transfer
- feedback summary for the employer: quarterly / semi-annual / annual
- statistical Analysis Report
Health and nursing insurance
- use of advanced simulators
- working with all of the major insurance companies
- handling insurance claims
- Collective health insurance through Dorbit from the Agam Leaderim group and Phoenix insurance company http://www.dorbit.co.il
Business and private travel insurance
Family risk management
- handling private plans - life, health and nursing insurances
- Financial solutions for available money
- managing a pension arrangement for the spouse
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