Case Lodgement Management
We provide one level of check before submission to ensure accuracy.
We utilise a complete checklist based on industry best practices.
Enjoy a peace of mind with our timely reminders and tracking.
Commission Management
Rely on our capabilities to process commissions from multiple insurers, generating multi-level commission reports for advisers, supervisors, directors, and the firm.
We check and reconcile received commissions against provider statements.
Agency Management
We manage client movements between financial adviser representatives and advisory firms.
We’re able to set up and manage introducer roles for commission tagging, commission management and reporting.
Our capabilities include user setup, management, activation and de-activation of accounts.