Adviserwise - your guide to eServices
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Get wise to working online
 

Improve cash flow

Earn more by going online - it's not all about 'saving time'.

Submit new business online and get the cash on time.

Submitting new business applications online means faster processing which also means you get commission paid quickly and your client can have their policy live in minutes not days.
Commission payments for doing business online are often higher than for traditional manual sales.

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

   

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

Identify outstanding payments

By downloading commission records direct from the providers’ systems and then, with the help of commission reconciliation software, payments can be matched faster and more accurately, which means improving cash flow by easily identifying outstanding payments earlier.

View the Commission Matrix (by Provider & Portal/Back-Office System)

   

View the Commission Matrix (by Portal/Back-Office System & Product type)