1 / 16

SPOTTER CRM

SPOTTER CRM. SPOTTER CRM Overview. Spotter CRM Main features. End-to-end CRM client management solution for insurance and lending. Used for many applications but specifically tailored for personal insurance, SACCs/MACCs and mortgages

simmonsj
Download Presentation

SPOTTER CRM

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. SPOTTER CRM SPOTTER CRM Overview

  2. Spotter CRM Main features • End-to-end CRM client management solution for insurance and lending. Used for many applications but specifically tailored for personal insurance, SACCs/MACCs and mortgages • Integrates with many third party software by two-way open API • Compliance modules built in, including full file storage • Secure system that is cloud/web based using leading Australian based cloud hosting company. • Full reporting functionality including dashboards that are customised by access level. • Affiliate marketing capabilities and tracking built-in • Automatically or manually communicate by text or email • DocuSign enabled – Reduce paperwork • Built over 8 years and used by high volume 3rd party clients • Low cost point

  3. General Advice and Personal Advice for Insurance • System covers both general advice and personal advice models. • Main features • Leads can come in through multiple sources • API, manual submission, csv etc. and tagged with campaigns and sub campaigns • Full document and note storage for compliance purposes • Key compliance processes can be automated to reduce compliance risk. • Fully flexible work flows that can be set by users without coding • Pre-built modules to manage leads, clients, applications, claims, policies/payments, campaigns • Full calendar system for managing multiple schedules which integrates to Office365 • Seamless integration with leading research providers such as Xplan and Omnium.

  4. End-to-end CRM solution for General Advice and Personal Advice for Insurance - continued • Communicate with clients, by text or email direct through the CRM with customizable templates • Automate key activities such as compliance documents and marketing • Extensive user permissions available including locking down access to single IP or IP range • System backed up every 2 hours. • Completely customisable form builder. Send Fact Finds, Risk Tolerance Questionnaires or any other document you like to clients via email or text. • Automatically generate SOAs, quotes or any other key templates. • Measures key metrics such as staff performance including time interacting with the CRM.

  5. Example Fact Find Form

  6. Lending functionality • Lending functionality built over last 24 months and used in high volume pay day lending businesses and by mortgage broking firms. • Main features • All of the features of the insurance CRM plus • Allow clients to upload bank statements and automatically categorise income and expenditure for loan serviceability. • Provide a compliance framework and semi-automation to process loans • Send loan docs to 3rd parties or to financial planning/insurance CRM. • Provide key documents such as loan assessments, applications “on the fly” by PDF or word. • Credit scoring using artificial intelligence as an optional extra for SACCs/MACCs • Modules to manage collections including reporting

  7. Semi-automate serviceability System automatically stores categorised bank statement data into a serviceability calculator

  8. Artificial intelligence model for credit scoring • Optimised to reduce defaults whatever the client's risk tolerance and book profit targets. • AI model deployment is integrated (preferred) or can be used as stand-alone API (cloud or on-premise) • AI model can offer explanations to assist decision makers (explaining the individual factors driving the loan default prediction) • Capability to score real time credit applications against the likelihood of loan default (score or probability as desired). • AI model is trained on data synthesising data from credit file, bank transactions, and demographics.

  9. Integration with third parties • We understand that we may not have all features you are looking for • Integrate with any third party software via open two-way API • Midwinter, Adviser Logic, Min-IT, Podium or any other software with an accessible API. • Request Equifax statement with the press of a button • Automatically have client bank statements uploaded -for more info…List location or contact for specification (or other related documents)

  10. Compliance modules built in, including full file storage • Compliance risk minimisation at the heart of Spotter CRM • Automate compliance processes such as sending out FSG, credit guides, PDS, privacy policies, final/preliminary assessment, quotes and any other key documents. • Correspondence time stamped and stored for compliance purposes. • Build in compliance processes upon key triggers which are completely customizable • Ability to provide third party access for auditors and to segregate relevant clients only.

  11. Secure system • System built with high level security • Lock system down to a particular IP address or MAC Address • User access levels fully customisable so you can determine which modules they see or don’t see. • Unusual logins reported directly to key stake holders by email • E.g unusual IP address • Mobile phone logins • Logs available to track user activity • Hosted on Rackspace who are ISO 27001 compliant which is the international security standard.

  12. Reporting • Full reporting ability with dozens of popular reports already created • Track ROI by lead source or by advisor/broker/team member/management • Monitor lead volume and cost by campaign • Review staff activities including actions, time online, pipelines etc. • Track upfront and ongoing commission by company and time period • Track submissions and expected completions monthly or weekly • Monitor insurance affordability through super • Generate commission exception reports and find missing payments • Monitor key retention activities

  13. Affiliate system • Have third parties easily send you leads by webforms, API, manual upload or by CSV • Automatically generates reports by 3rd parties on actions, sales and pending payments • Automatic generation of invoices for 3rd parties. • Can be broken down by main campaign and sub-campaign • E.g. XYZ Accountants from Billy Smith -for more info…List location or contact for specification (or other related documents)

  14. Marketing built-in • Create SMS or email templates and send them off to individuals or to a group on mass • All messages time stamped and recorded for compliance • SMS replies automatically stored on system. • Ability to create customer messages with overall business template appearing in email • Exports available to use third party email software such as mail chimp.

  15. Tested system in real world environment • System built by a large scale general advice business in a real world environment • Practical solutions to help save time and energy and create efficicies • Location or contact name/phone • Used by several financial planning and lending firms • Personal Advice businesses with more than 50 staff • Large scale asset lending and mortgage businesses

More Related