Embedded Files
TAP offers a wide range of additional services designed to help you run your business more efficiently and confidently. From everyday assistance to specialised support, our services include:
TAP Support Services (Admin & Wizards): Get expert help with your day-to-day CRM and business administration tasks so you can focus on what matters most - your clients.
Compliance Subscription: Stay on top of your regulatory requirements with ongoing compliance support, guidance, and regular reporting.
FDRS and PI Group Scheme: Enjoy peace of mind with access to our Financial Dispute Resolution Service and Professional Indemnity cover through TAP’s group scheme.
Explore the services we offer by clicking the boxes below:
Client Review Calling: A customer service calling service that helps clients review their situation, make updates, and explore other relevant services. These calls complement review reminder emails and demonstrate ongoing client servicing. This is not a sales call.
Disclosure: TAP can help design your Disclosure Statement using our standard template, with minor adjustments to suit your preferences. You can always provide your own version for use in your CRM.
QuoteMonster Discount: Access exclusive savings on QuoteMonster, helping you compare insurance products more efficiently and cost-effectively.
Mailchimp: TAP’s managed Mailchimp service supports effective client communication through product updates, newsletters, and service opportunities.
These services are all part of TAP’s commitment to helping advisers save time, stay compliant, and grow their businesses with confidence.
Explore the services we offer by clicking the boxes below:
Report abuse