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New Business Tracking

Many product providers offer an online tracking service for advisers and their staff to review the progress of new applications in the pipeline.

By using the tracking services advisers can immediately respond to any hold ups on completion.

A faster resolution of issues ensures a speedier payment of commission.

View the New Business Tracking Matrix (by Provider & Portal/Back-Office System)

 

View the New Business Tracking Matrix (by Portal/Back-Office System & Product type)