Communication

Keeping financial advisers' networks and clients informed with up to date information is usually a hazardous job for carriers. Our Customer Relationship Management (CRM) solution, captures the complexity of multilayered financial advisers' networks and offers simplified applications for releasing communications into segmented group of financial advisers or clients.

Segmentation can be setup according to:

Carrier
Product
Country
Broker
Sub-Broker
Status
Miscellaneous

The most frequent format for these communications is via html and multimedia e-mail, based on user updated databases available through our service delivery Extranet. Sent communications are also available through the Extranet and can be printed for physical delivery to destination.