New Business Processing
Looking for help in adding your new business and fee expectations onto IO?
Our experience of Intelliflo Office, means that we are able to use the most up to date methods and processes, to add your new business onto IO and ensure that it is correctly set up to match up your fee & commission expectations.
These service cover:
- Adding Clients
- Updating clients personal details
- Adding Plans
- Updating plan details, including policy number, product or start/end dates
- Adding Fee Expectations
- Creating binders
- Uploading documents
- Adding funds & valuations
How Circadian can help
Utilise our knowledge of IO, short or long term business options available, to bring your system up to date and with ongoing processes to help you maximise your back office system and minimise manual intervention.
