FinancialCRM
FinancialCRM™ is the life, pension and investment module of BrokerCRM™. It incorporates the full range of CRM facilities, while managing the requirements of a professional life, pensions and/or investment broker.
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Group, directors and personal pensions are accommodated within the system. It has a comprehensive capability to identify prospects and sales opportunities, and provides all the tools to place, monitor and record all items in a compliant manner. Annual reviews are easily identified and carried out. Fund values are readily visible. The system gathers all information acquired from the client to build the factfind. This includes assets, liabilities, income, commitments, attitude to risk and all the other items necessary to establish a detailed understanding of your client. This client profile then allows for the provision of compliant advice and placing of business.
Additionally, FinancialCRM retains policy information on general insurance products to provide the Broker/Agent with a comprehensive view of all products for each client.
In co-operation with Relay, the leading software provider for General Insurance Brokers we have created a link which facilities the easy and regular import of limited client and policy information from their software into BrokerCRM to facilitate the relationship management of such clients with BrokerCRM tools.
Fast finds can be linked to specific transactions and can be locked to prevent editing. Multiple factfind's may be stored against the client. General and specific underwriting requirements can be tracked and monitored to ensure smooth delivery of first class client service.
Comprehensive policy details are easily accessed. Investment and portfolio reports can be speedily generated from the system.
Introduced in 2005, the online development of life proposals to insurers is a major new innovation in the software.
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