What We Do
Outsourced Remuneration Helpdesk
Not sure where to start? Struggling to implement Intelligent Office into your day to day processing? Circadian can help you to get up and running quickly, creating a Helpdesk and establishing best practice. Our team of account managers can handle day to day reconciliations for you and we’ll set up a dedicated phone line so you can get answers to any questions you have, simply and quickly.
- Income Reconciliation
- Setting up fee models
- Bank statement importing & matching
- Statement processing
- Payment run & month end processing
- RMAR reporting & troubleshooting
- Intelligent Office training (On-Line & In-House)
- Bespoke MI reporting
- Daily unallocated
- Fee & retainer set up and reconciliation
- Simplified split arrangements
- Provider & EDI liaison
- Statement chasing
- Regular or One-off adjustments
- Tenant configuration
- Recommended starter “setup” package for new users
We take on the whole process, from start to finish and make the implementation of a new system as simple and painless as possible. We know how important it is that you focus your energy on your clients and can help you to achieve that even through periods of change.
How we can help
In the early stages, we believe it is essential to take the time to fully understand your business. To us, that means listening, and learning about what makes your people and processes unique.
Our business is based around building great relationships so service is important. We believe that is built on prompt response times and we aim to over deliver all the time, every time.
Configuration & Administration
Providing Day to Day Solutions
Utilise Circadian’s knowledge and experience of Intelligent Office, income processing and system configuration by taking advantage of one of our project consultancy days. We’ll aim to improve your efficiency, increase your use of the available functionality, maximising automation, thus saving you both time and money. We’ll provide a review of your existing set up free of charge!
New Business Processing
The Circadian team have a variety of client service skills available for short or long term data cleansing or business inputting projects. Circadian is able to provide specialist account managers both remotely and in-office* to assist in making your business and data accurate, and to boost the back office functionality you’re then able to utilise.
- Data Cleansing
- Submit New Business to IO
- Updating Splits
- Provider/Business Chasing
- Document Upload
- Administration Support
- Updating Policy Numbers
- New Business Opportunity management
- Manual Valuation Uploads
You can also use Circadian to help you gain more insight into your business. We can create a bespoke structure to match the way you work, establishing an individual arrangement for different advisers, providers and products for example, making the way your business works transparent and efficient.