Insurance and financial advisers
Government legislation is changing the way registered and authorised financial and insurance advisers carry out their business. XenAdvise provides a fully auditable and transparent solution ensuring these regulatory requirements are met. Accurate data collection, processing and advice are essential to customer satisfaction. Repeat business is retained through automatically generated follow-ups.
Why XenAdvise?
XenAdvise has been specifically designed and developed for insurance and financial advisers. It incorporates the innovation of database and mobile technologies into one powerful solution that records and securely stores personal fact find information.
6 ways XenAdvise can immediately help you:
- provides full audit trail
- automates the fact find and information gathering process
- client details totally secure and encrypted
- creates policy and follow-up reminders
- no up-front capital outlay, instead low monthly payments
- provides an efficient fact finding solution
View our product demo today.
“Managing staff and data in the field is made easier with MobileFrame technology and Xenacom’s ability to deliver support and the product has assisted us in meeting our obligations to our clients and improved overall productivity”,
- Candice Lawson , Business Process Analyst, Industrial Solutions, Transpacific Industries Group Ltd
