Overview, Product Features

Office Manager

Databases for individual, corporate & prospective clients

Databases for other address sets (e.g. banks, doctors, etc)

Document viewer per client for letters, financial plans & scanned images

Links to Microsoft Word with the automatic insertion of data into documents and mail shots

Links to the default Windows Email program (e.g. Outlook or Outlook Express)

Mail shot selection by over 40 criteria (30 or which are user-definable)

Additional free-format client notes

Diary

Memos (and internal Email, if networked)

Fee timers

Password protected user-rights with transaction trail

Includes multi-user record locking for use over a network

Lite

Office Manager plus…

Databases for insurers, advisers and business leads

A basic policy database

User-definable fact finds with over 50 selectable topics or screens

Financial planners for…

• Pension shortfall, Life cover, Endowment & Repayment mortgages,
• Inheritance tax planning, Investment, Annuities and Present value of future sum/s

Financial Adviser & Mortgage Manager

Lite system plus…

Investment, life & pension database

Compliance checking facilities

Commission tracking facilities

Investment portfolio manager with portfolio valuation and link to Financial Express for fund prices

Mortgage processing facilities

Group scheme facilities

Extensive reporting for Percentage of Business, Compliance, Pipeline commission, etc

General Broker

Lite system plus…

Policy databases for household, motor, personal accident, commercial, travel, legal expenses, etc

Link to SSP’s “Icons” website (formerly Quotel) for general insurance quotes

Mid-term adjustment processing

Renewal processing

Claims processing

Extensive reporting for Policy Bordereau, Renewal lists, Pipeline commission, etc.

Complete Administrator

All of the above

Accounts Module (optionally may be added to all of the above)

Multiple sets of accounts (for different years or separate companies)

Automated posting direct from policies, with up to seven commission splits per posting

Sales & purchase ledgers where entries may be traced by policy-holder, number or insurer

Cashbook for receipts and payments with simple reconciliation facilities

Unlimited number of bank accounts

Nominal ledger for Trial Balance, Profit & Loss and Monthly Spreadsheet

Reports for Aged Debtors & Creditors, Statements, VAT, etc

Journal entries

Regular payments facility to simplify standing orders, etc