This new service lets you track pipeline cases at an account/agency level saving you valuable time when chasing information for your Standard Life book of business. It has been designed to complement the existing new business tracking service available within Client View.
If you are registered* for www.adviserzone.com you can access all your clients' Life & Pension plans** in one place and can see what is outstanding, or requiring further information, along with those that have gone live within the past 30 day period.
*Advisers must be registered to access the Secure Services on adviserzone. This can be done by going to www.adviserzone.com and clicking on 'Register'.
**Available for selected products only: Individual Pensions, Individual SIPP, Lifetime Protection Series, Onshore Bonds.
When you use the service, your login details entered are used to automatically retrieve all relevant plans associated with your details.
The existing service on Client View was designed for access on an individual client basis, whereas the new Pipeline Tracking service can be accessed at an account / agency level. The service has been designed so you can easily switch between Client View and Pipeline Tracking.
Client data can be exported into a spreadsheet that will contain details of the plan, any outstanding information needed and commission details. This information can then be used to update client records on your back office system, if compatible.
We are sure this service will be a welcome addition to the suite of online services available for advisers. We know from speaking to advisers and administrators that it can be difficult to keep track of new business details such as plan numbers and commission details. Being able to find this information in one place regardless if the plan is, for example, an individual SIPP or a Capital Investment Bond, should cut down the amount of time an adviser needs to be on the phone.
If you have any feedback about the Pipeline Tracking service, or adviserzone, please email us.
Click here to access Pipeline Tracking on adviserzone.
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