Critical to today’s modern intermediary is the ability to manage the entire sales process from start to finish, maintain client data, be compliant, treat customers fairly and ensure proper relationship management.Money Advice +CRM has been built with this in mind and offers the following as standard:
Type and Status can be accurately monitored against each client individually or in a joint policy and the progress of the underwriting tracked in % terms of completion
All stages of Underwriting can be tracked against client & consultant