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Admin Tasks
By entrusting your administrative tasks to us, you can focus on delivering exceptional service to your clients while we manage the behind-the-scenes operations seamlessly. Our team is committed to enhancing your productivity and enabling you to meet your business goals with confidence.
Letter Of Authority Process
Preparing Valuations / Policies in Force
Fee/Income Reconciliation
Writing Suitability Letters
Post Sale Process
Initiating Top-Ups Transactions
Generating Protection & Annuity Quotes / Reports
Chasing Wealth & Protection Pipeline
Initiating Withdrawals & Plan Amendments
Chasing Mortgage Pipeline & Updating Clients & Estate Agents
Updating Client Records using CRM systems
Adhoc Admin Tasks/Projects
Data Entry/Projects
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