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THE ADVISOR© integrates with Sage ACT! – The leading CRM solution – and is designed for financial service professionals. THE ADVISOR© has been developed over 15 years and is the most sophisticated and powerful offering connected to the Sage ACT! CRM system
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Fully compliant
- Capture meetrin notes
- Capture phone call information
- Capture administrative tasks (Notices, reminders, letters, etc)
- Capture outbound and inbound e-mails
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Captures households and companies
- Households: Unique record for each member in a household. Relationships to the household are also tracked and evolves as people do.
- Companies: Have all of your carriers at your fingers tips, track all the trusted advisors of your clients (such as accountants and lawyers),and capture group insurance policies for the companies you deal with.
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Fields designed for the financial industry
- Personal data fields for your clients' and prospects' personal information including dates of birth, age, social insurance numbers, driver's license numbers, phone numbers, multiple address fields, hobbies, clubs, goals, mortgage info, investment and insurance strategies.
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Track client information
- Track living benefits, life insurance, investments, fees for service, and group insurance
- Support for capturing multiple policies per client record.
- Very simple and to track constantly changing data such as policy expiry dates.
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Simply address management
- Custom address container for easy mail merging, labels, and envelopes.
- The mail label will also reflect the naming convention for the client and their spouse (respects independent last names)
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Quickly target contact
- With a few mouse clicks you can target certain groups within your contacts database.
- Build in e-mail and letter templates are available for marketing and servicing your clients
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And more...
- Automatically calculates and updates the age of a person from the date of birth entry.
- Captures the ROTI Factor (Return On Time Invested). This calculates how much time has been spent with a client and matches this with the commissions received to allow the advisor to see the value of the client in relation to the time spent.
- Back Office Tracing: Allows support staff to track the stage of an insurance application going through the underwriting process. This is also true for switches, redemptions, etc.
- Your current client information can be migrated into THE ADVISOR system.
- Drill down reporting. For example, find all the policies that will expire in the next 30 days.
Testimonial
“As an Advisor working in an ever changing highly regulated financial services industry, I can honestly say that the single most valuable tool we now have is our Sage ACT CRM solution provided by Corelogix. We have used many different CRM solutions over the years, but the seamless integration of ACT and intuitive and easy to use ADVISOR add-on, makes us more productive and compliant each and every day. In addition, our smartphones running HANDHELD CONTACT have allowed us to be as productive when we are outside the office, as we were siPng in front of our desktops". Marc S. - Horizon Financial Group |
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