CDM Solutions

Client Database Management Solution

The only stand alone client insurance reporting system on the market

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CDM Feature on Risk Info July 2020

CDM Feature on Risk Info March 2021

Why Choose CDM Solutions?

What does our business do? Our business provides access to an online client database which is populated by the product providers of our clients. Eg an insurance adviser may have 12 different product providers, each with their own active clients.

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Valuable

Unique

Scalable

Massive potential

Trialled and tested

Robust

Ease of use

CDM SOLUTIONS KEY FEATURES

Easy reporting

Insurance partners

Email notification

Standalone

Valuation

View key information

CDM Solutions – “The only stand alone client insurance reporting system on the market”

Here are the three little things that makes us special

Easy Of Use

Software will give the best user experience as they are involving into it.

Data Analysis

Using our software you can arrange your client data at one place.

Email Notification

Your can get notify with the email about the client birthday and anniversary date.

OUR TEAM

This is our dedicated team who work day-in and day-out together to bring
our clients satisfying with their reporting tools.

Kate Banks

Project Manager

Katriel Warlow-Shill

Founder

David Clark

Software Engineer

The people who have trusted us so far

Ah, gosh what can I say… It just works! And works really well.
Fernando

It’s made us have the opportunity to grab untapped opportunities within the market place.
Camella C

It’s been a real asset for us. Having this technology at our disposal has given us a firm position in our industry.
Marcus

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CONTACT US

Powered by Adviser Technology, the Client Database Management Solution (CDM) is designed for business database managers to create opportunities and increase profitability. View essential client information and prospect details that let you minimise costs and keep new business coming through the front door.

1/27 Leaburn Ave, Caulfield North VIC 3161

0434569071

support@cdmsolutions.com.au