The TAP CRM

Welcome to the CRM! 

TAP's system has been built by advisers, for advisers. 

We strive to give you the tools to run your business with an emphasis on sales management and mining opportunities from within your 'book.' Our support team work tirelessly to ensure the data is up to date, consistent and complete across your clients. 

The system is designed to support the day to day running of an advisory business - not replicate an insurers database. At first glance, discover what products a client has, the key dates, premiums and policy status. Cover limits, exclusions etc are summarized in the notes section once the policy is in force, and a comprehensive document library (broken down by product line) is available for review at the click of a button.