Support inbox

You will have set up a support email address for our Administration Support Team.  This is the primary interaction between you, your support staff, and the TAP team.

Click here for a link to the A3 Admin Overview: A3 Overview Link

How does this work?

• INSURANCE & KIWISAVER:

  • Insurance & KiwiSaver Providers will email their correspondence through to this inbox

  • The Administration Team will process the emails, update the CRM accordingly and pass through anything relevant to the corresponding Adviser or Administrator

  • The Team should be able to check through this and outline basic requirements and liaise between the Adviser and the Provider. 

• MORTGAGES:

  • If you process Mortgages, you can BCC the Administration Team into correspondence (to the bank or the client) and they can upload documents to the client file, add notes and update the CRM accordingly