In a highly regulated industry this system provides a robust workflow solution to ensure all required functions are carried out efficiently and with the minimum of fuss allowing focus on the detail rather than the process.
Tracking all regulatory requirements and creating tasks to ensure nothing is missed. Policy maturity dates, mortgage scheme end dates and client review dates are all logged with reminders provided automatically.
A document management system is incorporated enabling easy access to all documents relevant to a particular sale and client.
A full audit trial operates behind the scenes enabling the appropriate checks and balances to be made as required.
Revenue is the lifeline for any business and keeping a track of funds dues is vital.
Added to the system was the capability to generate tracking reports for different business types to ensure that no opportunity to re-visit and review an existing client was missed.