The only way to understand how quick our system is at compliance is by using it, gathering relevant documents has never been easier, using a simple tick box system you can gather all needed files to provide to the case checker or compliance officer literally within seconds.
No other CRM on the market has the capabilities to show a full audit trail. Emails in and out provide the most compliant way to show communications from broker to client and vice versa, as well as keeping track of text messages you have the feature of live documents which provides the client with 24/7 access to their documents at any time. This provides total transparency between broker and client.
The only way to understand how quick our system is at compliance is by using it, gathering relevant documents has never been easier using a simple tick box system you can gather all needed files to provide to the case checker or compliance officer literally within seconds.
Our simple modular fact finding tool makes things super quick by only getting the details you need, not the details you don't. You will find our forms a breath of fresh air with simplicity as standard, yet complying to the highest levels of regulation, once done you can view at anytime whether on desktop or mobile and the data is presented in a very easy to understand format that not only makes life easier for you but for your compliance department.
For power users you get access to our needs and demands wizard, I'm sure we have all seen these before but we have taken it one step further, next to no rekeying of data, just a few boxes to check and you have a fully compliant document to present to your clients. Please call us to bespoke this solution for your company.
No extended process, attaching documents, trawling through emails to check previous conversations, having separate folders for quotes, illustrations, applications, those days are a thing of the past. Everything is stored all under one client view and the best thing is they can be viewed wherever and whenever you want, on whatever device you want.
