Fully branded Portfolio Reports can be generated in one click, then encrypted and emailed directly to clients.įull compliance tracking for all meetings, calls and advice given to clients. Powerful sales tracking and reporting capabilities for you and your teams, including automated client and management reports on a monthly or quarterly basis. In-depth client marketing, segmentation and communication tools make it possible for you to easily reach out to your customers (and prospects) via text, email or run mail merge letters to any of your selected client groups. Secure client portal that allows your customers and prospects to pre-populate a full Fact Find and Risk Profiler then log in and see their entire portfolio (with automatic asset allocation and fund performance charts). End-to-end secure document generation and digital signing solution with world leader DocuSign completely automates preparing, signing and management of documents. Secure cloud storage allows advisers and admin staff to access essential client documents anywhere, anytime. Integrated document scanning makes client documents instantly available from a single repository. Data feeds from all major life offices gives you up-to-date values and benefits for all client policies in one place. Remove that burden and manage sales commissions and payment schedule with ease and take advantage of full reporting for commission reconciliation.Įasily manage Tasks and Activities for you and your teams from one location. Sales operations can be time consuming when reconciling data across different systems and manual paperwork. All of your meeting and engagements will be tracked, and integrated checking services ensure you stay compliant at all times. Stay connected to all major life offices to update policy values and automate policy update notifications to clients. Manage and track client communication, tasks, activities and time spent working on the client file, complete with email and SMS message integration. Have a single view of your clients and prospects to quickly and easily profile and segment them to target the right opportunities.Ī strong pipeline has a healthy mix of renewal and new prospects to keep the pipeline building. You shouldn’t be wasting time processing paper and jumping between systems.
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