Friends Provident has enhanced its business tracking alert service, enabling advisers to monitor changes as they occur across their entire pipeline.
It allows advisers to choose the frequency they receive the data so they can build it into existing administrative processes.
Steve Young, e-business manager at Friends Provident, says: “This is an extremely useful development for our intermediaries. The flexibility and convenience of Event Manager are already proving to be a huge hit with advisers, and this enhancement further enriches the service."
Young believes having a single view of all proposals submitted – whether online or not – helps advisers monitor the state of business on their books at any one time.
“From a TCF perspective it can also offer valuable, timely information to help advisers keep their clients informed throughout the sales process,” he adds.
Commenting on the Event Manager system, Scott Maitland, spokesman for Crystal Clear Home Loans, adds: “The event notifications that I receive from Friends Provident ensure that I am fully up to date with what is in the pipeline.
"In a business where time is of a premium, this type of communication is essential and will almost certainly be the benchmark for others to follow.”IFAonline
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