Build and manage your client relationships with Individuals, Families, Companies, Trusts and any other type of entity you want.  Keep policy information, appointments, phone calls, emails, letters all within your client record.  Build dynamic marketing lists to focus on the more profitable clients, or targeted cross-sell opportunities.  Keep a complete history of client engagement that can be audited by the FMA.

Full policy management from underwriting to policy anniversaries.  Track your policies submitted to insurers, attach scanned documents, email history to insurers, phone calls, tasks, special terms and loadings etc.  At a glance see all of your clients’ policies in one place.  Smart email automation will take care of renewal notices, dates to review loadings and special terms, and you can even set reminders when a client is deferred.

Keep track of all loans in your sales pipeline such as recommended, submitted, approved, settled, declined and discharged.  Use our smart email automation to email clients 90 days, 60 days and 30 days out from fixed rates due to expire.  Have task reminders for you to call or your team to contact your clients before the bank takes over the relationship.  Attach the loan application as a PDF to the loan record and keep a full communication history.

Use our powerful built-in email marketing — no need to export data to a third party system when you want to send an email campaign. With our email platform, you can build professional looking templates, and you will be able to track whether emails have been, sent, delivered and opened. Create smart automation to drip feed a series of emails over time, or choose a template to send a one-off email to your clients and leads.  Up to 1000 emails per day.

Want to add your own field and layouts? want to connect to external software applications? No problem.  Adviser CRM is fully customisable so you can add, change, remove or create your own custom modules.  You can use your own in-house developers, or we can provide a proposal to build any customisations you want.  Any custom development is yours and does not get shared to any other subscribers outside of your subscription, so if you want any custom solutions for you and your adviser team, let us know.

Upload your provider data into Adviser CRM using our Proprietary Software and keep all your policies and investments up to date.  If the policy or investment does not exist our import tool will create it for you, or if it does exist, it will keep it up to date for you.  You can import from the following.  AIA, Accuro, Asteron, Chubb, Fidelity Life, NIB, Partners Life, Southern Cross Healthcare, Unimed, Booster, Consilium, Generate, Milford Asset, Fisher Funds, Pathfinder, Resolution Life and Stylecover.

Track all your investments, including KiwiSaver as well as more comprehensive investment portfolios from direct investment providers or wrap services.  Adviser CRM will make it simple and easy for you to see all your clients investments in one place, and use our investment pipeline or build automation to reach out to your clients for portfolio reviews.

Build your compliance process for your business. Our blueprint builder solution is robust and fully customisable to keep up with changing legislation. If legislative requirements vary, our point and click interface makes it easy to make changes to your processes, or get us to customise it for you then deploy to all your users with a single click. Our blueprint builder will meet your requirements today and into the future.

Follow our 6 step process, already made for you.  Create a Scope of Service and Statement of Advice right inside Adviser CRM.  With our Quotemonster integration, creating all your research documents, attach all your supporting documents, all in one Advice Record for easy recall for auditing.  Or, customise Adviser CRM to suit your business and processes, or maybe a hybrid of ours and yours.

Adviser CRM comes with some built in automations but you can build your own smart automations to cut down on repetitive tasks.  Build meeting reminders to clients, auto drip feed emails to sales leads until they become clients.  Automate policy renewal notices and loan fixed rate expiries.  You can even have tasks automatically created for you or your team when a something specific happens in your CRM.

Build what ever you want, or you could request a proposal from us to build a custom feature specifically for your own business.