Pending Business / Commission Tracking

To enable you to track your pipeline cases, and the actions required to ensure a case goes into force, client-Assyst will:-

• Store details of all 'pending' cases (policies, investments, mortgages)
• Automatically add the default actions you want to track for each type of business.
• Allow you to enter additional actions and progress against these pipeline cases
• Provide feeds into the diary so you can easily manage / follow up these actions to ensure a case goes 'into-force'
• Produce a Pending Business report, by consultant, showing all pipeline cases and their outstanding actions.