Adviserwise - your guide to eServices
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Why use eServices?  >  The benefits  >  Improve client service
 
Get wise to happy clients
 

Improve client service

Have all the up to date information to hand when your client makes a surprise phone call.

Track new business

  • Find out whether a policy has gone live or in some cases whether extra information is needed to move the application through the process. Tracking your new business online will improve service to your clients and help ensure you get rewarded when due.
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)

Get policy valuations in an instant

  • You can get valuations across multiple products, multiple providers and even entire portfolios 24/7 - so even outside normal business hours.
  • Impress your clients with immediate access to their latest policy values.
View the Valuations Matrix (by Provider & Portal/Back-Office System) View the Valuations Matrix (by Portal/Back-Office System & Product type)

Print out quotes in your office

  • Improve service to your clients by providing in-house printed quotes there and then.
View the Quotes Matrix (by Provider & Portal/Back-Office System) View the Quotes Matrix (by Portal/Back-Office System & Product type)