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Key Features of Clientracker: |
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Reports – Standard MI reports on income, fees, outstanding income, group
schemes, pipeline lead expectations and probabilities, plus
introducers and client and asset profiling. All reports are date range
driven for maximum flexibility. You can view, print and export them as
required. The new Business Value Report can be provided to 3rd party
employers or potential acquirers of your business to demonstrate value
and provides statistics of your entire database. |
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2) |
Income Control – Monitor and maintain easy control over monies owed to you and monies received, for both Commission and Fees on Initial and a simplified Recurring basis. Record any deductions for network/company pay-away, introducer fees and claw-backs to show real net returns. |
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Reminders – Maintain a schedule of client and enquiry tasks, automatically monitor to-do lists, schedule recurring events such as outstanding income, re-broke and maturities opportunities and birthdates. |
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Enquiries | Prospects – Enquiry information with dynamic expected % probability of sales conversion, expected amounts and time-line to help you predict your pipeline sales and income. |
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Integrated Email – Send email to clients, enquirers, introducers, providers and other contacts directly from appropriate parts of the system. |
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6) |
Merge | Export – Enables you to export
your data as a data source for use in
Microsoft Word© or
other word processing software. |
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7) |
Add | Edit – Separate Add (create) and Edit (change) screens for all Clients, Enquiries, Introducers, Providers, Policies, Services and other Contacts. |
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QUICK
LINKS |
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