Security is always a top priority when you’re dealing with business data. But often, organisations have to balance between protecting their customers with heightened security and giving advisers and staff the freedom to get the work done. With its built-in security features, Adviser CRM meets both of these requirements. Provide the best working environment for your team, without sacrificing their freedom
Manage and nurture your leads from initial contact to converting them to a client. Keep a full history of your lead and use smart email automation to drip feed marketing email to them until they are ready to buy. Link to their social networks to see what they post and what they are interested in, which will help you know them better and close more sales. Track their visits and behaviour on your website.
Build and manage your client relationships with Individuals, Families, Companies, Trusts and any other type of entity you want. Keep policy information, appointments, phone calls, emails, letters all within your client record. Build dynamic marketing lists to focus on the more profitable clients, or targeted cross-sell opportunities. Keep a complete auditable history of client engagement.
Full policy management from underwriting to policy anniversaries. Track your policies submitted to insurers, attach scanned documents, email history to insurers, phone calls, tasks, special terms and loadings etc. At a glance see all of your clients policies in one place. Smart email automation will take care of renewal notices, dates to review loadings and special terms, and you can even set reminders when a client is deferred.
Keep track of all loans in your sales pipeline such as recommended, submitted, approved, settled, declined and discharged. Use our smart email automation to email clients 90 days, 60 days and 30 days out from fixed rates due to expire. Have task reminders for you to call or your team to contact your clients before the bank takes over the relationship. Attach the loan application as a PDF to the loan record and keep a full communication history.
Use our powerful built-in email marketing. No need to export data to a third party system every time you want to send an email campaign. With our email platform you can build professional looking templates and you will be able to track whether emails have been sent, delivered and opened. Create smart automation to send a series of emails over time, or choose a template to send a one-off email to your clients and leads.
Download our smartphone app from the app store, available in Google Android and Apple iOS. Have your whole client-base on your pocket with all policy and loan information, even log phone calls in and out using our mobile app. Look up full client history, location, contact details, relationships. Add new leads, clients, tasks, meetings and keep in sync in real time with our web based platform.
Our Quotemonster integration takes Adviser CRM to another level when it comes to research, compliance and reporting. No need to double handle any client information, your client information is pulled into Quotemonster and any quotes, reports and documents are synced back to Adviser CRM along with a full audit trail. Adviser CRM and Quotemonster make a perfect adviser solution.
Blueprint and Automation
Build your own custom workflow and rules to help you build your set processes you need to follow to help with compliance. Workflows and Rules can be set as an individual or across your whole team. You can create your own processes or we our support team can build them for you. Our blueprint and workflow builder is flexible so if legislation changes, your business can too.
ADVISER CRM SUBSCRIPTION
Get a full 14 day money back guarantee including our mobile app and see just how good Adviser CRM is. All trials come with our free personal support. Optional data migration and assisted setup services can also be purchased.