Once confirmed, all new business transactions can be viewed on the New Business Dashboard. Here they can be tracked and managed to completion.
Bespoke task threads can also be designed to take into account the application processes for different transaction types.
These can include automated communications, and decision logic to ensure that everyone, including your client, is kept up-to-date with the progress of their case.
Associated revenue expectations run in parallel with the New Business processing tasks and are automatically reconciled to provider statements using provider data feeds, where available.
Pay Aways to advisers and introducers are handled automatically and all transactions are recorded on the New Business Register and fed through to the RMAR or Gabriel return, making regulatory reporting easy and compliant.
