We provide access to Client Database Manager of all their client information through our online portal. When the Client Database Manager logs in to our portal, all client information is presented in easy to use and meaningful reports. All reports are in a format which are easy to understand. We also customise reports to individual Client Database Manager needs.
Does our solution solve a problem?
Indeed our solution solves one of the most painful and time consuming problems faced by Client Database Management Solution. That of inaccurate and out of date client information. We also reduce the amount of time invested in keeping client information up to date. This is done my linking the client information dynamically to the provider of the product. Our solution also eliminates the necessity to have data entry personnel updating client record information. It also reduces duplication of data, and consolidates and standardises information across product providers.
How does it work?
Our portal is designed to import/link to product provider client and policy information, and then summarise and present that information in meaningful ways to Client Database Management Solution.
Data is linked to our portal by using:
- API links directly to the provider,
- Importing provider downloaded data eg where a client detail list is provided by the provider and imported into our portal, or
- Using data scraping methodologies to extract data from product providers and import into our system.
How is it beneficial for its users/customers?
By providing Client Database Management Solution with up to date meaningful client and policy information, the Client Database Manager will be able to:
- Generate more sales leads from existing data mining,
- Rely on accuracy of data held in the client database,
- Have current business KPI visibility