Integrated Employee Benefits Platform

One platform.
Every benefit.No silos.

BenefitCore connects every corner of employee benefits administration — from claims and payroll to beneficiary management, self insurance, pension-backed lending, and integrated accounting. One member record. One login. One source of truth.

EB Administration Beneficiary Management Pensioner Payroll Self Insurance Lending Management Integrated Accounting
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BenefitCore Hub

A central integration layer that connects every subsystem — one member record, one login, one truth.

1

Unified Member Record

Every module reads and writes the same member profile. No duplication, no drift, no reconciliation.

2

Single Sign-On

One credential authenticates across all subsystems via token-based SSO. One login for every tool.

3

Module Licensing

Per-user module access controlled centrally. Grant and revoke permissions from a single dashboard.

4

Event Broadcast

Death, retirement, resignation — one event notifies every relevant module instantly. No phone calls.

5

Real-Time Data API

Any module can query member, fund, or enrollment data from the Hub in real time.

6

Full Audit Trail

Every cross-system action logged with user, timestamp, and payload. Regulator-ready at any time.

7

Integrated Accounting

Every financial event — exits, claims, premiums, loans, payments — posts automatically as double-entry ledger entries.

EB
Module 01

EB Administration

Claims & benefit calculation engine with built-in SARS tax tables, pot breakdown logic, and full workflow automation.

Structured Workflow

Submit → Assess → Approve → Pay, with documents and notes at every step.

Exit Type Matrix

Death, retirement, resignation, retrenchment, disability, withdrawal cash — each with tailored processing.

Automated Pot Breakdown

Withdrawable, transferable, and cash amounts per pot calculated from fund rules instantly.

SARS Tax Engine

Lump sum tables, PAYE brackets, rebates, and medical credits — built in and configurable.

Hub Member Lookup

Pre-populates fund balances, salary, bank account, and enrollment from the Hub.

Ledger Posting

Every exit and claim event posts double-entry accounting entries automatically — debit member, credit fund, no manual journals.

BM
Module 02

Beneficiary Management

Digital nominations, automated Section 37C investigations, and beneficiary annuity creation triggered by Hub death events.

Digital Nominations

Self-service and agent-assisted with full audit trail — every change logged with user and timestamp.

Binding vs Guidance

Fund rules enforced automatically. Binding nominations processed instantly; guidance triggers Section 37C.

Section 37C Workflow

Dependant identification, dependency calculation, and Master submission documents — all in one place.

Death Event Trigger

Hub death notification retrieves active nominations instantly. No manual lookup, no delays.

Beneficiary Annuities

Approved payouts automatically create annuity records in Pensioner Payroll via Hub.

Accounting Integration

Annuity creation, payout approvals, and unclaimed benefit transfers all post to the general ledger in real time.

PP
Module 03

Pensioner Payroll

Automated payment runs, built-in SARS tax engine, life certificate management, and beneficiary annuity payments.

Batch Payment Runs

Bankserv ACB, ABSA, NedBank, Standard Bank, custom CSV — any format, one click.

SARS Tax Engine

Configurable brackets, rebates, thresholds, medical credits — updated centrally every year.

COLA & Increases

Annual increase batches with effective-date tracking, percentage or fixed-amount options.

Recurring Deductions

PAYE, garnishee, medical aid, funeral levy, loan repayment — all with full JSON breakdown.

Life Certificates

Automated reminders, online submission portal, auto-suspension for non-compliance.

Payment Ledger

Every payment run posts to accounting — gross pension, deductions, net pay, and employer contributions all double-entry.

SI
Module 04

Self Insurance

Premium lifecycle management, claims assessment with configurable criteria, and fund reserve tracking.

Intelligent CSV Import

Configurable column mapping, validation, error reporting — bad rows flagged before saving.

Automated Premium Bills

Per-member allocation and prorated billing for mid-period changes. No manual calculations.

Payment Matching

Full bank-batch reconciliation or single-member urgent allocation for death claims and exits.

Claims State Machine

Submitted → docs received → under assessment → approved/rejected → paid. Consistent every time.

Fund Reserve Tracking

Configurable benefit structures per fund — reserves updated on every premium and claim event.

Premium & Claims Ledger

Premiums collected, claims paid, and reserve movements post to accounting automatically — fund-level P&L always current.

LM
Module 05

Lending Management

Pension-backed loans with real-time LTV checks, cession registration, and automated arrears management.

Real-Time LTV

Fund value from the Hub — loan amount automatically capped at policy limit. No outdated data.

Cession Registration

Document upload, status tracking, integration with the fund's cession register.

NCA-Compliant Assessments

Standardised affordability scoring with documentation capture. Consistent outcomes every time.

Automated Arrears

Configurable thresholds, overdue tracking, and automatic escalation via Hub notifications.

Rate Audit Trail

Every rate adjustment recorded with reason and approval. Full change history preserved.

Loan Ledger Integration

Disbursements, repayments, interest accruals, and settlement amounts post directly to the general ledger.

How It All Connects

BenefitCore Hub sits at the centre, connecting every subsystem through a unified API, shared member record, and event broadcast system. Integrated Accounting spans across all modules, posting every financial event as double-entry ledger entries.

BenefitCore Hub
HUB STORAGE
MODULES
EB
EB AdminClaims & Benefits Engine
BM
BeneficiaryNominations & §37C
PP
Pensioner PayrollPayments & Tax Engine
SI
Self InsurancePremiums & Claims
LM
LendingCessions & Loans
+
Future ModuleExtensible via API
MD
Member DataProfiles · Contacts · Bank
FD
Fund DataConfig · Rules · Pots
CD
Company DataEmployers · Contributions
OD
Organization DataStructure · Fund Links
SP
Service ProvidersExternal Systems · APIs
→ Exit Events← Fund Data
→ Death Events← Nominations
← Life Events→ Payments
← Cover Events→ Claim Results
← Exit Events→ Loan Data
→ Extensible API
→ Member Profiles
→ Fund Config
→ Employer Data
→ Org Structure
→ External Data
Integrated Accounting Double-entry ledger for every financial event
API · SSO · Event Broadcast · Audit Trail

Cross-System Workflow Example: Death Claim

EB Admin Death reported → claim created → benefit calculated
Hub Broadcasts death event to every module
Beneficiary Retrieves nominations, starts §37C if needed
Pensioner Payroll Stops pension, starts beneficiary annuity
Self Insurance Assesses death cover, approves payout

Integrated by design,
not by bolt-on.

1

Single Member Record

Every module reads and writes the same profile. No duplicates, no reconciliation, no guesswork.

2

Automated Workflows

Death, retirement, resignation cascade across all systems automatically. No emails, no spreadsheets, no delays.

3

Reduced Risk

No manual hand-offs, no data re-entry, no Excel formulas. Every calculation system-managed and audit-trailed.

4

Regulatory Compliance

SARS tax tables, Section 37C, NCA affordability rules — built in and enforced consistently.

5

Full Audit Trail

Every action, calculation, and cross-system notification logged with user, timestamp, and payload.

6

Built-In Accounting

Every financial transaction across every module posts to a unified double-entry ledger. No separate accounting system needed.