We’ve enhanced our Account Administration Reports to provide real-time insights into your client accounts, and we’ve also introduced a few new reports to further streamline your day-to-day administrative tasks.
Watch the video above to learn more about these improvements and how they can boost the client experience at every stage:
How Does This Benefit You?
Proactive Client Account Management: Stay on top of outstanding issues and missing information across client accounts, ensuring everything is always up to date.
Easy Access Through the CRM Index Page: Access all reports in one centralized hub, streamlining how you handle account administration and client updates.
Streamlined Issue Resolution: Identify and resolve incomplete tasks quickly, saving time and improving the client experience.
How Does This Save You Time?
Instant Access to Key Insights: Real-time data is right at your fingertips—no more relying on ad-hoc or manual reporting.
Seamless Client Experience: By simplifying account administration, you create a smoother journey for clients at every stage.
Strategic Task Prioritization: Focus on tasks by urgency and impact, making the most of your time and resources.
Next Steps
Training Webinar: We will be hosting a training webinar on January 27th, 2025 as a refresher and to walk you through the new and updated reports. Keep an eye out for our invitation email, which will be sent in the next few days!
Refreshed Knowledge Base Articles: We’ve enhanced our Knowledge Base articles to help you interpret and understand each report, which will be provided after the Training Webinar.
We look forward to seeing you at the webinar and hearing how these reports help improve your workflow!