Simplicity is a totally new and unique Client Database with a highly
developed yet easy-to-use Fact-Find which is extremely flexible,
editable by the user and simple to navigate.
The brilliant Compliance Check not only identifies
any areas of a fact-find that appear to be incomplete or missing
but, at the touch of a button, will take you directly to the selected
field in question instantly.
Grouping. Each client can
be ‘grouped' in
many ways. For instance, an individual client will be a member of
his own family but he could also be grouped with other individuals
who all work at the same place or are in the same pension scheme.
You could also include the same client in a social group such as
a cricket team or golf club. There is literally no limit to the number
of groups you can design – nor is there any limit to how many
groups to which an individual may belong. Any group can also easily
be divided or re-designed in a few seconds in the case, say, of a
marriage break-up.
The system includes Needs Analysis of life and
health cover, potential pension shortfalls and levels of mortgage
protection plus a detailed vision of potential IHT and CGT liabilities.
In keeping with our realistic view of the real needs of the majority
of IFAs out there, we have designed a One-Page Client Overview
Fact-Find that not only presents just the salient information
needed to give compliant advice to an existing client but also displays
instant one-screen Client Synopsis, showing the
potential shortfalls and liabilities, which can be printed on a single
sheet of paper.
This almost magical feature will galvanise your clients resolve
to do something positive.
The new CCL software is fully compatible with Microsoft Office and
works in conjunction with Word for Reports and Fact-Finds,
Outlook for diary and recording critical dates and tasks, Access
as the core database and Excel for spreadsheet items. All completed
fact-finds and reports are saved automatically in the correspondence
File when you exit from the document.
To download a sample Fact-Find click
here
To download a sample
Report click here
Also available are a large number of Suitability Paragraphs that
can be combined to create letters that can then re-saved or added
to reports as recommendation or explanations. As all paragraphs,
letters, summaries and reports are compiled in Word, this allows
simple on-screen editing and the addition of individual comments
before printing.
Data entered can be searched by up to 10 parameters simultaneously.
Thes ecan be such simple items as the ages of clients, by product
provider, policy type, investment house or even fund.
It is also easy to search on the basis of, for example, the size
if the existing pension shortfall or for clients who do NOT have
Critical Illness cover. This is an extremely powerful marketing tool.
CCL offer a genuine alternative to the over-priced and over-complicated
software currently offered to IFAs by a number of suppliers. |
