Reporting

client-Assyst provides many 'standard reports' to allow you to manage your business more effectively:-

• address lists
• phone lists
• birthday lists
• case listings by provider, status
• various review date lists
• appointment / follow-up lists
• new business register
• pending business (pipeline) report
• time recorded

You can print all or selected parts of a client fact-find, plus you can print fact-finds in the format required by many networks.

Also, for each client you can print:

• policy schedules
• investment schedules
• portfolio valuations
• case listing
• time recorded
• client summary sheet

client-Assyst will automatically create your New Business Register based upon the policy, investment and liability data in your database.