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Cost of compliance with new FSA regulations can now be reduced

The additional cost of compliance with the new FSA (Financial Services Authority) regulations for insurers can now be contained thanks to Accounting Products ( ) enhanced customer relationshipdocument management software CleverDocs for IFAs.

Accounting Products document management system ? CleverDocs for IFAs - has already substantially reduced operating costs for Denyer Insurance by streamlining many of the processes for compliance Cheap Henrik Zetterberg Shirt , sales, customer interaction and document management. Denyer, which pioneered commission-free life, critical illness, pensions and general insurance, sold via the internet Cheap Anthony Mantha Shirt , is the first IFA to incorporate the enhanced software. CleverDocs for IFAs helps ensure this by improving productivity across all aspects of an IFA business:
? Compliance
? Business Management
? Relationship Management
? Document Management
? IFA Intelligence

Compliance
Comprehensive client and policy registers
Fact find recording
Terms of business agreement status
Logged communications with providers and clients
Business Management
Financial Services and General Insurance
Commission statements can be retrieved by time andor providers
Renewal commission forecasting
Commission tracking at IFA, insurer and even client level
Reduced administration
Greater responsiveness
Business Intelligence
Relationship Management
Client policy history and status is available on-line
Authorised agents have access to documents
Automated communications with clients when policy status changes
Standard letters can be created and sent automatically
Document Management
All communications scanned and accessible on line
Documents can be filed against providers, clients and policies
Documents can be filed against any number of clients and policies
Thumbnail view of documents available for quick reference or
Documents can be opened and printed, emailed or faxed from the screen

IFA intelligence
Comprehensive policy register
One or multiple parties to a policy
One or multiple lives to assure
Policy extensions
Key dates available on policy records (Application, Acceptance , On-risk)
Reasons (Letter Cheap Jimmy Howard Shirt , Objectives, Risk Attitude)
Policy numbers (internal and provider)
Status policy application with compliancesales process
Advice and policy histo