Administration Services

Services provided by our administration support team include:

  • Telephone services including appointment booking, case updates and queries.
  • Telesales operations, including direct client contact on your behalf*.
  • Annual reviews.
  • Review of administrative systems.
  • Technical support.
  • Post processing.
  • New business file packaging.
  • File checking service prior to case submission.
  • Pipeline monitoring.
  • Diary management.
  • Commission reconciliation.
  • Diary chasing management.
  • Mailshots and newsletters.
  • Marketing campaigns.

* Please note, all client contact communication is digitally recorded and fully audit trailed.

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