The system enables Advantage and Positive Solutions’ adviser partners to communicate and track pipeline business electronically, rather than verbally or on paper.
Key benefits of the service for Advantage and Positive Solutions’ advisers include:
- Faster communication between Advantage and Positive Solutions’ adviser partners through direct access to the business writers via electronic means.
- A reduction in the number of telephone calls. Positive Solutions will actively encourage adviser partners to channel queries and requests for information via the pipeline and reduce the number of inbound calls to the Advantage service centre.
- A reduction in the need for paper based communication.
- An audit trail of all communication between Positive Solutions Partners and Advantage.
- The ability to monitor commission payments and statements received by Positive Solutions.
Chris Hull, sales and distribution manager for Positive Solutions, said: “Developing links like this makes sense to Positive Solutions. We will always look to work closely with firms who can embrace our technology and understand our methods of doing business. The system has already been tried and tested among the major providers and allows all 1450 of our advisers to streamline their business and work in an extremely efficient way. It has a proven track record of reducing the need for incoming and outbound calls and provides a clear and accurate audit trail for both the product provider and the Positive Solutions partner. Advantage has taken a positive step forward by introducing this system in their service centres and we will work with them to ensure our advisers get the most out of it.”
