Your Business

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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:

  • Complete lead management processes, managing your leads through to conclusion with full range of compliance functionality
  • Records of your introducers and sources of business
  • Records of all pipeline business by product type, client, provider, individual sales person, teams, offices and probability
  • Target records across the business and records of progress against those targets and appropriate management reports as required
  • Management of KPI’s, key business trends, profitability, future clients, and prospects

Track Underwriting Status

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