Client Professional is a customer relationship management database system designed specifically to meet the needs of General Insurance Advisers and Financial Planners.
With strict compliance legislation now in place, the onus is on the Adviser to keep detailed records, tracking all contact with their clients. This potentially means increased administration overheads and costs.
Client Professional has been developed in consultation with a large number of Advisers, the primary focus is to provide simple to use software with comprehensive insurance related data capture, client tracking and document management.