The following is a summary of some of the features provided by Client Professional:
Individual and Company Clients with specific data entry screens
Personal and Business Relationships between any Clients
Non-Client Relationships supported, allowing a household view
Unrivalled Policy capture - including Portfolio Care, Income Protection,
Employee and Employer Superannuation, Term Insurance, Annuities and Pensions,
Domestic and Commercial General Insurance
Unlimited Notes per Client, Policy or Claim
Archival of Notes (permanently non-modifiable) for ASIC compliance
Task Allocation
FSR Document Tracking
Client Rating and Review System
Important event reminders, such as Client Birthdays and Policy Anniversaries
'Adhoc' Reporting allowing you to enquire upon any field in the database
Marketing Campaign Management
Document Management/Storage
Client Email Management
Easy creation of your own Document Templates eg. for letters or brochures.
User Definable Fields and Customizable choice lists
Can operate with multiple databases allowing you to segment General and
Non-General Insurance Clients (Compliance benefit).
For further details select one of the following options: