TheAdviser

Providing Financial advisers a full back office suite and an online presence for data capture and marketing analysis.

Key Features of TheAdviser include:

• Ease-of-Use

TheAdviser is designed to capture only the data that is necessary to produce an accurate quote. Intelligent programming defines that, dependent upon the answer to any particular question, only the relevant subsequent questions will be asked. This has been facilitated from the front-end of the program rather than the back-end for speed and efficiency whilst ensuring the user experience is one that will be recommended thus driving more business to clients' sites.

• Real-Time Quotations

All data is sent live to the internal office system, enabling sales staff to respond to enquiries instantly, or whilst the potential client/lead is still on the site.

• Full Statistical Reporting for Marketing Purposes

TheAdviser has an incredibly comprehensive and efficient statistical reporting system and can track all leads and where they have come from. It also has a page tracking facility that can be used in tandem with a program such as Google Analytics to follow how a visitor navigates an entire site including the quotation process. Full reporting on cost-per-click and cost-per-quote ensures full awareness of returns on investment. TheAdviser can also profile clients, create targeted sales campaigns and generate additional sales/up sell from an existing client base.

• Documentation

The back office administration system includes an automatic diary system, document management and printing facilities, and integrates seamlessly with all Microsoft Office and Open Office products.

• Accounts

TheAdviser has a accounts system which can record sales figures for custom reports and can easily be exported/pasted into any spreadsheet program such as Microsoft Excel.

• Reporting

There is a full reporting facility within TheAdviser whereby statistics may be produced instantly by applying various filters such as new business cases written by source of business, specific dates, by a specific user, by a specific product line, or with a specific provider\insurer.

• Security

Full feature flexible security is included within TheAdviser, ensuring restricted access to sensitive data. There is also user logging incorporated, which records user's activities on the system.

• Product Development

Misoft are able to quickly and efficiently program question sets for all lines of business.

• Website Management

TheAdviser's content Management System can replace or be configured with an existing website, providing 100% tracking of incoming links. The content of the site may be easily edited, even by someone with little or no technical knowledge