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Manage client details - Have all the important and less obvious information of your client in one spot.
Outlook integration - Import your client contact details into Outlook.
Review the month’s activities.
See the proportion of time spent on various aspects of your practice.
Merge your client data into your self-created document templates with Merge Docs.
Automated reminders for customised events like your client’s birthday etc.
Strong SMS and Email functionality with capabilities for both bulk and individual messaging.
Document storage facility. Attach any number of electronic documents to your client’s folder.
Query manager. Manage your daily tasks and client queries on our industry specific and highly productive workflow tool.
(Life & Investment)
Collect all the policy information on a client with the click of a button.
We provide Astute integration, more simple and efficient than you’ve ever experienced before.
Seamless - Import the client’s data directly from Astute without leaving your atWORK screen.
It is quick, convenient and you won’t need to re-download the requested data every time you need to access it.
Capture the Financial Needs Analysis (FNA) through a wizard.
This makes the process of collecting your client’s data for FNA a done job in a flash.
Client Friendly Reports. Create reports that your clients will love and understand.
The generated FNA is instantly a sales enabler.
atLIFE includes the following planning tools:
We ensure that you will adhere to the regulatory compliance by implementing permanent record keeping of regulatory compliance documents.
Convert FNA’s into a record of advice (ROA).
(Wealth)
Total assets under one management - collect data daily / monthly from service providers (LISPs)
Practice view. View assets under management for your entire practice
Simple distribution of consolidated statements.
Risk Profiling. Set up your own risk profile and the underlying investment strategy. Complete these risk profiles for your client and manage your client’s investment accordingly
(Health)
Use atWORK core CRM tools to manage your relationship with individuals better.
Practice management – Merge documents, File attachments, Queries etc. (Please see “atWORK” for more).
All medical aid service providers’ scheme rates are captured and updated annually onto atHEALTH. This means that you could have reference to your client’s premium history.
Group Application Management – Administer the application process from a single view for an organisation.
Claims administration. You decide at which level you would like to do claims administration.
(Short-term)
Use atWORK core CRM tools to manage your relationship with individuals better.
Practice management – Merge documents, File attachments, Queries etc. (Please see “atWORK” for more).
Short-term Module
