Generate quotes for both Business and Individual clients from the whole of market at the touch of a button in seconds. Our powerful integration with Iress Exchange makes it easy to get quote results along with all necessary documentation such as Quote pdf, Key feature documents and policy summaries.
At the touch of a button send your clients the full details of a protection quotes along with all necessary attachments.
You can now generate quotes for up to 5 different policies for a couple or for an individual saving you a lot of time in research.
Customize your client lists with tagging. For instance you might want to create a list of clients from a various lead source or want to make another list for clients that have buildings and contents or those that have unemployment cover. The list is endless and helps you identify selling opportunities to a specific demographic of client within seconds.
If you have a manager's account, or administrators our system allows you to set permissions for sub accounts. If your company is a telesales operation and you don't want certain information being displayed or edited by operators, then this can be set at any time. Also in management accounts it is available to see team view of sales pipeline or individual stats, as well as being able to see all tasks at individual or group level.
Everything our system has to offer has been built around your client, so you never have to venture away from the CRM. All the information from emails to text messages to all compliance documentation is all done and held under each individual client, meaning one system for all your processes.
With full communication history you will always have a detailed list of what you have been talking to the client about, no more writing on scraps of paper and then having to re write the notes on another system. Advisercube not only lets you see valuable information you have recorded in the past to help you with future sales but also provides the best compliance solution on the market as everything is all recorded in one place. Texts, emails and notes can all be viewed with the click of a button.
Store your clients current policy details including renewal dates, policy numbers and more. Renewal dates can easily be added to the calendar and tasks can be set up to remind you closer to the time.
By using our file storage system you can safely store important files relating to that client. All files can be found quickly and efficiently under conveniently built tabs and at a glance you can find what you are looking for, most of our system automatically saves quote and compliance related documents so you don't have to, but you have the option to upload whatever you want under specific field headings.All files and documents are securely stored and backed up every hour as part of our standard security process.
The only way to know how good our calendar function is, is by using it for yourself. All tasks can be added at any time while you are in the client and you have the option to make your own task subjects, this can then be viewed by specific tasks in the main calendar. Reminders can be set for any task and you will receive an email daily with what activities you have on that particular day. It does so much more, so give it a test drive today.
Effortlessly collect the required client details from lifestyle to income and expenditure information. Quickly recall the details at any time, and that is just the beginning …
Securely hold details relating to the client's current policies or future requirements. Questions
regarding PMI, Life Insurance, Life and Critical Illness, Income Protection, Accident Sickness
Unemployment, Home Insurance and Travel Insurance.
As with many parts of our system you can quickly view the details held, whether it be on your
desktop or a mobile device.
Conveniently store your clients medical history in one place to be recalled at anytime, we appreciate that circumstances change and when you go to speak to client again in the future they may have had an illness or recovered from a previous condition. By having these details on file you can quickly amend records and then ready to input details to the insurer, this way it keeps an accurate track of client conditions. So no protection / medical form is filled in without all the correct information.
You can automatically calculate a client's BMI rating, which in turn will tell you the likely loading each insurer may apply. This is a new approach to pre-underwriting that is only available with Adviswercube.
