Virtual Partner™ Core
Virtual Partner™ Core
Our Virtual Partner™ Core offering includes:
* Setting up appointments and confirming on the day of the appointment
* Preparation of meeting packs and profiling
* Collect Client information and Astute Downloads
* Access to our technical specialist.
* Reminders of client reviews.
Our fee structure is customised to your needs.
Month to Month Contracts available, discounts for annual commitments.
Virtual Partner™ Basic
Virtual Partner™ Basic
Our Virtual Partner™ Basic offering includes:
* Setting up appointments and confirming on the day of the appointment
* Appointment Reminders (Advisor and client)
* Compliance Audit Preparation assistance
* Preparation of meeting packs and profiling
* Collect Client information and Astute Downloads
* Collecting information from product suppliers
* Access to our technical specialist.
* Preparation of Compliance Packs
* Pre-populate and Quality assure application forms
* Submission of New Business
* Reminders of client reviews.
Our fee structure is customised to your needs.
Month to Month Contracts available, discounts for annual commitments.
Virtual Partner™ Executive
Virtual Partner™ Executive
Our Virtual Partner™ Executive offering includes:
* Setting up appointments and confirming on the day of the appointment
* Appointment Reminders (Advisor and client)
* Leads from outsourced partners
* Records Management
* Travel Planning
* Subscriptions Management
* Meeting Summaries and Action lists
* Compliance Audit Preparation assistance
* Preparation of meeting packs and profiling
* Collect Client information and Astute Downloads
* Collecting information from product suppliers
* Prepare policy Summary
* Data Capturing on CRM
* Access to our technical specialist.
* Preparation of Compliance Packs
* Prepare proposals
* Prepare Replacement Advice Record
* Pre-populate and Quality assure application forms
* Submission of New Business
* Tracking and follow up of new business.
* Reminders of client reviews.
* Prepare Client welcome pack
Our fee structure is customised to your needs.
Month to Month Contracts available, discounts for annual commitments.
Virtual Partner™ Custom
Virtual Partner™ Custom
Our Virtual Partner™ Custom package allows you to state your needs and we will provide you with a quote for the proposed services.
We have Month to Month Contracts available, with discounts for annual commitments.
Please contact us for more information on the Custom Option.