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.