Portfolio for Finance Industry

Jardine Lloyd Thompson

Project Overview
Industry : Insurance Brokerage and Investment Consultancy
Solution : Saleslogix Customisation with Accpac Integration
Benefits :

  • Provide automation and approval escalation for its complete business process cycle from quotation generation, opportunity management to back-end accounting
  • Consolidate contracts onto a single platform and allow tracking of activities and premium payments
  • Sending alerts and notification to consultant to follow up with opportunities for closure
  • Automate calculation of consultant commission via customised commission matrix
  • Generate annual review letter, letter of offer and daily work correspondences using single repository of client information