Welcome to your TAP CRM Guide!
TAP's system has been built by advisers, for advisers.
Our goal is to provide you with the tools to run your business effectively, with a strong focus on sales management and uncovering opportunities within your client book.
This system is designed to support the day-to-day running of an advisory business — not to replicate an insurer’s database. At a glance, you can see what products a client holds, key dates, premiums, and policy status. Once a policy is in force, cover limits, exclusions, and related details are summarised in the notes section. A comprehensive document library, organised by product line, is also available at the click of a button
Let's begin with the basics first:
