Build Client Profiles
Insert client information such as financials, work, hobbies, goals, family etc… Insert documentation such as emails, word documents, spreadsheets, scans, photos, sound files… All under the client’s record. Have the key information ready at a glance with the conversation screen.
History of Client Contact
Have access to all the contact that has been made with a client under one screen. Have the ability to open specific emails, letters and conversations that occurred directly from this Journal screen.
Built-in Calendar
Create appointments with clients, view your colleagues schedules to plan your days with precision and efficiency.
Proposal/Policy Data
Track new business and insert details about a clients existing business to ensure you are always up to date with potential opportunities. Automatically run Insurer downloads to keep client data, benefit levels & premiums up to date.
Generate Reports
Create you own specific report templates which will automatically generate statements of advice for you clients in seconds.
Track Commissions/Sales
View details on deals you have on the go, projected commissions, prospects and completed deals.
Increase Productivity
Streamlined system to remove the bottle necks in your process, allowing you to maximise the number of clients you can deal with whilst improving the outcomes for clients.
Pricing
1 User
$120 NZD/month (+GST)
2-20 Users
$90 NZD/month/per user (+GST)
20+ Users
$70 NZD/month/per user (+GST)