Transcript The AdData Client Management System

An Important
message to
Financial Advisers!
There are things your industry regulators say you MUST do!
There are things you CAN do to make your operation and
compliance -
easier
faster
Cheaper!
Time is money……..
The RIGHT technology can save time and money!!
Paper and manual type methods of administration and reporting (SoA)
create work which costs time and money
The AdData Client Management System
system can save you time and money!
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The AdData CMS computer application gives you access to:
Customer Relationship
Management System
(client contact database)
CRM
Fact Finder
Client
Management
System
Commission
Research
Automatically download Initial,
Service and asset commission
for tracking
Client and
policy data
AdDataCMS can be supplied pre populated with all
client and policy information from risk companies and
fund managers for immediate and full use
Generate complete or
partially complete
Fact Finder (Dealer
Group standard or your
own template)
Open SmartComparitor for
policy definition comparison
SoA
Merge client information to
SoAs (Dealer Group standards
or your own template)
AdData CMS
AdData CMS
Features:
Produce an SoA in 6 - 8 minutes
Easy to use comprehensive database of client and policy information for contact and service.
(all client and policy information can be loaded before use)
Comprehensive Needs Analysis for brief or detailed Assets, Liabilities, Income, Expenses, Risk
needs, Investment Objectives, Future Needs, Final Needs.
Fast report and presentation generation – Policy/Investment Schedules, Fact Finder/SoA, etc
(Fact Finder and SoA documentation is specific to dealer group)
Commission tracking of initial, service and asset commission. New business commission
calculated accurately. Automatic querying of commission discrepancies .
Business Monitoring reports to keep business and production on track.
AdData CMS
Simple single screen database layout
Layout is navigated via tabs…..you know where you are all the time
without leaving the main screen
Comprehensive Contact and Service detail
Comprehensive Contact Details includes
fast email and individual letter generation…
Client ratings by
Risk, Investment or General
Commissions received
(for client - last 365 days)
Employment, Employer and Dependant details
Extended
Personal Details
including
Centrelink
information
and Dependants
information
Policy list and form view
Policy List and
Form view
Policy details
Including riders and
enhancements
Buttons below open policy
commissions received,
Investment or Super portfolio
description and policy notes
Printable/email (pdf) Policy Schedules.
Policy list and form view
Add or Edit Investment and
Super Portfolio Details
Investment and Super portfolio details
Portfolio details
can be Added
or Edited
A portfolio
presentation can
be printed or
converted to PDF
Mortgage and Loans details
List and Form for
Mortgage and
Loan details
Fees and bank
account details
General Insurance policy and contact details
List and Form for
General Insurance
details
Printable or PDF Policy
Confirmation, Renewal Notice,
Reminder and Contact Letter
Costing and GST
calculations
Notes section for all correspondence
All contact with a client can be recorded
in the un-editable Notes screen.
To import all emails to or from
client as notes from Outlook
click..
To create a manual note entry click
New client Note.
To view chronological report of
contact click…
Fact Find SoA Screen
The FactFind/SoA screen contains a left to right
process to gather and enter information, record
a product in the Lodgement Register and create
an SoA in MSWord.
Left to right process to create Fact Find and SOA
Detailed Assets/Liabilities, Income
Expenses, Investment profile and
Estate Details
Fact Find questionnaires can be
dealer group standard or a
custom template
Clicking Create Client Lodgement will
open the Lodgement Screen
Future Death, TPD, Trauma
and Income needs calculator
Create lodgement for use in SOA, commission etc
Clicking Create Client Lodgement will
open the Lodgement sub Screen
Risk Lodgement screen
When the Create Lodgement is clicked on the previous
screen, the Lodgement Register opens and populates client
information.
This Lodgement system achieves single data entry for:
SoA policy recommendation information
SoA commission declaration
Commission tracking
Transfer as database record
When a company is entered
Product details are
automatically populated
Commission is calculated and passed
to commission checking system to
await payment
On completion the policy
details are passed to the
Client Details without any
additional data entry
Investment, Superannuation Lodgement screen
All products on dealer
group Approved Product
List can be added or edited
Entry can be by percentage or dollar amount
%
$
Progressive totals are visible:
Bench Mark
Sector Totals
Amount allocated and
unallocated
Simple single screen database layout
Recommendations and replacements
are easily and quickly determined for
SoAs
Simple point and shoot Policy Replacement and Recommendations
Click to select Policies to be replaced
Click to select Recommended policies
Creating an SOA
Create compliant (Dealer Group) Risk,
Investment and Superannuation SoAs
in a fraction of the time it takes
manually
Risk SoA Screen layout
Choose text from selection already
used before or create new text for
insertion into SoA
Click to save Risk details for
Investment or Superannuation SoA
Click Export Risk SoA to transfer all
information to opened SoA
Investment, Superannuation SoA Screen layout
Choose text from selection already
used before or create new text for
insertion into SoA
Click to open
Investment or
Superannuation
SoA
Click to include
Risk details
A completed Super/Investment SoA
The result is a
completed (compliant)
dealer group SoA or an
SoA of your choosing.
Graphs are dynamic
and update with SoA
export process
Scanning Screen
Documents pertaining to only the current client makes
finding documents and scanning faster!
The AdDataCMS can be directed to the scanning folder or
prescanned documents for storage
Select the document
Categorise by type
Enter long descriptive name
View or save the document
Open the screen to retrieve
Scanning retrieval screen
Documents are categorised and dated for fast
retrieval
Double click to open each document
Work Flow and Tasking
These tasks can be reported by specific time, weekly, monthly,
quarterly or Yearly
Work Flow for a client or event can be tasked to particular users
Service reports, data mining and register valuation
View, Print, Merge and Label from
detailed reports on client or policy
criteria.
Select criteria for regular or non
regular service on birthdays or
policy anniversary next service date
etc
A register can be valued for acquisition or disposal in this section
Reports and Commission Tracking
Commission
Discrepancies
Incomplete
business tracking
Production
Reports
Checks short paid
commission and
emails payor
Commission
downloading
Client contact
tracking
(compliance)
Referral
Source
administration
and payment
system
All Initial,
Service, Asset
and Fee
commissions
can be tracked
Simple client presentations and reports
Policy Commission report
Policy Schedule
Logo
Comprehensive
policy benefits
table
At a glance client
cover and benefit
totals
All Initlal,
Service, Aset
and Fee
payments by
Statement date.
Work Flow Centre – Integrates with Microsoft Office Outllok
All appointments and reminders can be generated by AdDataCMS or Outlook
and retrieved/viewed in either application
Office Outlook
Work Flow Centre
Email to Notes recording
AdDataCMS database records emails sent to and received from a client
using an email address search in Outllok
AdData Client Management System
Thankyou for taking the time to view this brief
presentation. For more information go to:
www.addata.com.au
or contact:
Graeme Molloy
[email protected]
Telephone: (02) 6242 5773
Mobile: 0402 352 218