Embedded Files
TAP’s Online Advice Tool is fully integrated with the CRM file data and provides an interactive platform to support the Advice Process.
Key benefits:
Enables real-time collaboration and communication between advisers and clients.
Allows you to track progress and updates across all stages of the Advice Process.
Ensures that all advice activity is accurately recorded, generating quality data that is robust and compliant.
L&R Advice - New
L&R Advice - Review
L&R - Client Alteration Request
L&R Claim
Mortgage Advice
Mortgage Refix
KiwiSaver Advice
Complaint
Investment Advice
F&G Domestic / Commercial – New Business Advice
F&G Domestic / Commercial – MTA Advice
F&G Domestic / Commercial – Renewal Advice
F&G Claim
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