{"id":5665,"date":"2022-07-23T14:18:00","date_gmt":"2022-07-23T14:18:00","guid":{"rendered":"https:\/\/techlify.com\/techlifyhr\/?p=5665"},"modified":"2025-10-31T18:41:52","modified_gmt":"2025-10-31T18:41:52","slug":"insurance-management","status":"publish","type":"post","link":"https:\/\/techlify.com\/techlifyhr\/employee-information-system\/insurance-management\/","title":{"rendered":"Insurance Management"},"content":{"rendered":"\n<p>Managing your employees Life &amp; Health Insurance has never been easier. Techlify HRMS has this awesome feature that allows you to easily handle all your employees insurance benefits through these local insurance companies:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Nalico\/Nafico<\/li>\n\n\n\n<li>GTM Group of Insurance Companies<\/li>\n\n\n\n<li>Caricom Insurance<\/li>\n\n\n\n<li>Assuria General &amp; Life Insurance<\/li>\n\n\n\n<li>Hand-In-Hand Mutual Fire &amp; Life Insurance Companies<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Guide<\/h2>\n\n\n\n<p><strong>Step 1:<\/strong>&nbsp;Go to Employees Module<\/p>\n\n\n\n<p><strong>Step 2<\/strong>: Find the employee you\u2019d like to add a bank account for, and click on the view icon to view their profile.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><picture><source srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/bank-acc-1-1-1024x605.webp 1024w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/bank-acc-1-1-300x177.webp 300w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/bank-acc-1-1-768x454.webp 768w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/bank-acc-1-1-1536x907.webp 1536w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/bank-acc-1-1.webp 1576w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" type=\"image\/webp\"><img src=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/bank-acc-1-1-1024x605.png\" height=\"605\" width=\"1024\" srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/bank-acc-1-1-1024x605.png 1024w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/bank-acc-1-1-300x177.png 300w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/bank-acc-1-1-768x454.png 768w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/bank-acc-1-1-1536x907.png 1536w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/bank-acc-1-1.png 1576w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" class=\"wp-image-5666 sp-no-webp\" alt=\"\" fetchpriority=\"high\" decoding=\"async\"  > <\/picture><\/figure>\n\n\n\n<p><strong>Step 3:<\/strong>&nbsp;Go to the&nbsp;<strong>Insurance&nbsp;<\/strong>tab which can be found on the side menu bar of every employee\u2019s profile.<\/p>\n\n\n\n<p><strong>Step 4:&nbsp;<\/strong>Click on the&nbsp;<strong>+Add&nbsp;<\/strong>button to complete the Insurance form.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><picture><source srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-2-1024x504.webp 1024w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-2-300x148.webp 300w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-2-768x378.webp 768w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-2-1536x757.webp 1536w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-2.webp 1884w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" type=\"image\/webp\"><img src=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-2-1024x504.png\" height=\"504\" width=\"1024\" srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-2-1024x504.png 1024w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-2-300x148.png 300w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-2-768x378.png 768w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-2-1536x757.png 1536w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-2.png 1884w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" class=\"wp-image-5667 sp-no-webp\" alt=\"\" decoding=\"async\"  > <\/picture><\/figure>\n\n\n\n<p><strong>Step 5:&nbsp;<\/strong>Select the company providing the insurance.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><picture><source srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-4.webp 559w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-4-297x300.webp 297w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-4-150x150.webp 150w\" sizes=\"(max-width: 559px) 100vw, 559px\" type=\"image\/webp\"><img src=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-4.png\" height=\"564\" width=\"559\" srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-4.png 559w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-4-297x300.png 297w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-4-150x150.png 150w\" sizes=\"(max-width: 559px) 100vw, 559px\" class=\"wp-image-5668 sp-no-webp\" alt=\"\" decoding=\"async\"  > <\/picture><\/figure>\n\n\n\n<p><strong>Step 6:&nbsp;<\/strong>Select the type of insurance being offered.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><picture><source srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-5.webp 560w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-5-300x300.webp 300w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-5-150x150.webp 150w\" sizes=\"(max-width: 560px) 100vw, 560px\" type=\"image\/webp\"><img src=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-5.png\" height=\"559\" width=\"560\" srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-5.png 560w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-5-300x300.png 300w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-5-150x150.png 150w\" sizes=\"(max-width: 560px) 100vw, 560px\" class=\"wp-image-5669 sp-no-webp\" alt=\"\" loading=\"lazy\" decoding=\"async\"  > <\/picture><\/figure>\n\n\n\n<p><strong>Step 7:&nbsp;<\/strong>Select the start date<br><strong>Step 8:&nbsp;<\/strong>Select the end date (if there isn&#8217;t a specific date for this, use a date in the far future.<br><strong>Step 9:&nbsp;<\/strong>Enter the amount<strong>,<\/strong>&nbsp;then add any particulars (If necessary).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><picture><source srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-6.webp 558w,https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-6-295x300.webp 295w\" sizes=\"(max-width: 558px) 100vw, 558px\" type=\"image\/webp\"><img src=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-6.png\" height=\"568\" width=\"558\" srcset=\"https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-6.png 558w, https:\/\/techlify.com\/techlifyhr\/wp-content\/uploads\/2024\/02\/ins-6-295x300.png 295w\" sizes=\"(max-width: 558px) 100vw, 558px\" class=\"wp-image-5670 sp-no-webp\" alt=\"\" loading=\"lazy\" decoding=\"async\"  > <\/picture><\/figure>\n\n\n\n<p><strong>Step 10:&nbsp;<\/strong>Then click on&nbsp;<strong>Save.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Note: These values now automatically gets added to payrolls involving this employee.&nbsp;<\/h2>\n","protected":false},"excerpt":{"rendered":"<p>Managing your employees Life &amp; Health Insurance has never been easier. Techlify HRMS has this awesome feature that allows you to easily handle all your employees insurance benefits through these local insurance companies: Guide Step 1:&nbsp;Go to Employees Module Step 2: Find the employee you\u2019d like to add a bank account for, and click on [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_joinchat":[],"footnotes":""},"categories":[34],"tags":[],"class_list":["post-5665","post","type-post","status-publish","format-standard","hentry","category-employee-information-system"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Insurance Management - 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