corporate-Assyst

corporate-Assyst

For Corporate Client and Group Scheme Administration

This allows you to manage corporate clients, pre-populate fact finds, handle reviews and reminders etc. You can additionally manage each company's Group Schemes and members. Letter production is a major part of the system to simplify communication to members and employees, and membership listings are provided to help the renewal process with both the provider and the company.

Reviews and Reminders - included with corporate-Assyst as standard

The action list module centralises the administration of all reviews, reminders, follow ups and tasks required to manage your clients and run your business.

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Key Features

  • Comprehensive Corporate Database
    • Holds all company specific information including people, company policies, assets and liabilities
    • Administration information to help you run your business
    • Full contact history of appointments and notes
  • Scheme Management
    • Records schemes detailing the benefit and contribution levels that apply to different types of members
    • Full member information for each scheme
    • No duplicated data entry - members can be linked to client database
    • Various scheme reports for use with the company and provider at scheme renewal
  • Letter Production / Mail Merging
    • Simple set up of your own letter template
    • Letters for one or more companies, members of a scheme, or one employee of a company
  • Document Management
    • Letters created for a company are automatically stored in their document folder
    • Reports can be stored in the company document folder
    • Utilise your existing document archive - you do not have to change your existing procedures
  • Reviews and Reminders
    • Each company can have a regular review at any monthly frequency
    • Each case and each scheme can have a regular review cycle
    • Ad-hoc reviews can be held for each company
    • All reviews / reminders managed using the Action List function
    • All reviews / reminders have a full audit trail of actions taken
  • Personalised Reminders
    • Supervisor facility to 'assign' actions / reminders to specific people
    • Each person can tailor their reminder list to just their own actions, and advisers can tailor their list to show just the actions of their own clients
Here are a few examples of screenshots
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