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Data Systems
Information on Clients and Contacts
Name, Address, Contact Details, Date of Birth, Employment Details, Multiple Classifications, Background Information, Assets,
Liabilities, Income, Commitments, Credit History, Associated Entities, Related Quotes and Applications.
Information on Entities
Entity Type (Company, Trust etc), Name, Address, contact Details, Financial History, Background Information, Directors and
Shareholders, Related Quotes and Applications.
Tasking System
Multiple Marketing Types and Frequencies, Individual and Master Marketing Programmes, which may be used to task any associate
within your firm or at another branch, or even at another firm which operates under your professional network.
Standard Reports and Documents
Work in Progress and Settled Applications Reports, Individual and Multiple Contact, Professionals, Companies and Applications
Records with Direct data transfer to templates, Standard system Application Forms.
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