Client Professional: Features

Product Details

There is currently no other standalone product available which matches the product capture provided by Client Professional.

Currently 16 different product types are provided which, with customization of the choice lists, means that just about any type of policy can be entered - be it Investments, Superannuation, Life or General Insurance. A number of inbuilt reports give you the ability to supply your client with a General Insurance or Account Statement or just a Policy Summary.