Assyst Software & Consultancy Ltd

Alchornes House

Basset Down

SWINDON

Wiltshire

SN4 9QP

 

Tel: 01793 845511

Email: contact-us@assyst-software.co.uk

 

corporate-Assyst module - Corporate clients and Scheme Management

Comprehensive corporate database

- Holds all company specific information, including people (directors, shareholders, employees), company policies, assets, and liabilities

- Administration information to help you run your business

- Full contact history of appointments and notes

Scheme Management

  • Recording of schemes with ‘sections’ detailing the benefit and contribution levels that apply to different types of members
  • Full member information for each scheme
  • Members can be linked to client database – NO duplicated data entry
  • Various Scheme listing reports for use with the company and provider at scheme renewal

Letter Production / Mail-Merging via Microsoft Word

  • Simple set-up of your own letter templates
  • Letters for one or more companies, or one or more members of a scheme, or one or more employees of a company

Document Management

  • Letters created for a company are automatically stored in their document folder
  • All reports give option to also store in the company document folder
  • Can utilise your existing document archive – you don’t have to change your existing procedures

Reviews and Reminders – for companies, case, and schemes

  • Each company can have a regular review cycle at any monthly frequency
  • Each case and each scheme can have a regular review cycle
  • Ad-hoc reviews or reminders can be held for each company
  • All reviews / reminders managed using the Action List function

Book an on-line demo - 01793 84 55 11

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