The Client Database Management Solution is designed to provide business database managers with client and product information to increase sales and decrease business costs thereby increasing profitability.
Our Client Database Management Solution revolutionises client data and records. We do this by linking all client and policy records to the provider records. So if a client changes an address with their provider, that information is updated in your data. If a client has updated policy information, it is updated in your records.
This Client Database Management Solution ensures that all your client information is up to date and meaningful. It allows the Client Database Manager to search client records and access specific client information that can lead to more sales eg client policy anniversary dates and client birthdates.
The Client Database Management Solution can automate emails and reminders for client birthday wishes and policy renewals.
The Client Database Manager can also report on filtered policy details eg all clients with a specific policy, and all clients without a specific policy, or a combination.
Until now, client databases have been slow to update, but with our dynamic database, all information is current and has minimal human input, thereby reducing errors and increasing accuracy.