Allow third parties to access data relevant to them from your XPLAN database.
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Store information on your key business partners, and link them to clients in your system. Track information on insurance group plans, superannuation plans and external suppliers. Let referrers and professional advisers log directly into a customised interface to view and update client data.
Referral is a two-way street.
Grant your referral partners secure access to your XPLAN system. This creates a two-way communication channel so that referrers can track their clients within your business processes, while you manage the leads they provide and control how referrals are provided to you.
Professional advice straight from the source.
Special licences are available for professional advisers to access relevant data in your system. Configure third party professionals such as accountants and solicitors to view and edit client portfolios, or access client insurance details.
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Features
- Secure, controlled external access to your system
- Referrer access
- Professional adviser access
Product: XPLAN Referrer Access
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"Foster key business relationships."
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