The move will enable brokers to track the progress of their client’s cases and will give intermediaries greater communication and understanding of the status of their cases, plus enabling them to communicate with AToM without having to pick up the phone.
Intermediaries accessing this service will be able to:
- Check to see when cases have been received at AToM
- Monitor the booking and progress of valuations
- View any outstanding items/tasks required for all cases
- Send email communication direct to case managers without having to go
through Outlook
- Obtain statistics on all cases submitted
- Option to send documents via the internet.
Vic Jannels, founder and executive chairman of AToM, said: “At AToM we always strive to deliver the very best service possible. With the new case tracking system we aim to help our introducing brokers drive their businesses more effectively. Although we’ve taken our time before releasing case tracking, we have been piloting it with a number of our close intermediary relationships and have listened to, and taken account of, their feedback. We are hopeful, now that we have gone to full launch, that we will have got it right first time.”