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e-Tracking in Adviser Office enables you to track the status and progress of your client new business applications once they have been submitted to the provider, removing the need for time consuming administration and ensuring your client reviews are as accurate as possible. The status data is sent (free of charge) for all applications submitted to a specific provider.

e-Tracking will automatically request new messages and download these into Adviser Office which will then check to see if it can identify the client and plan from the information contained in the message.  Any matches will automatically be attached to the client record in Adviser Office, but for any plans which can’t be identified a list of exceptions can be built allowing you to manually link these to client plans.

e-Tracking at a glance

• All applications can be tracked regardless of whether the original quote/new business was done via Portals, through the providers extranets, or via paper applications

• The status of each application is based on a pre-defined list, with the ability for providers to add free format text for annuity applications, providing users with additional information such as ‘awaiting medical’

• Fully compliant with Origo standards without any customisation

• Information is automatically updated overnight removing the need to make any application status requests

• The latest client information at the touch of a button which can form part of your  audit trail and in client reviews, helping to comply with TCF requirements

• Reduction in the amount of administration time spent confirming application status with different providers via the telephone or web

• A single source of new business tracking information that can be reported on by firm, Adviser or at Administrator level

• Administration processing is improved as reports can highlight outstanding information i.e. doctors letters, outstanding money

For more information on e-Tracking, please contact us on 0845 068 9999 or email crm@1stsoftware.com