So what is BTS™?
It is exactly what the letters stand for: a Business Tracking System.
Track each case from start to finish, using BTS™. It keeps you in charge of your cases and puts you ahead in client management. Don’t let your business get you down. Stay on top of your business.
Now take the case from start to finish:
From the first meeting with the client, to receiving a letter of authority (LOA) from the client to gather information, writing to various providers of the client’s existing policies, from receiving all the information, to the next step of analysing the data, meeting the client, reviewing information, setting up policy applications for the client, to processing it and eventually getting a policy issued for the clients, you can track the whole process, date wise and see exactly where you are with each client, irrespective of the number of clients.
On each occasion that you or your staff do something for a client, the system allows you to make an entry.
You can then set a task of what is required to be done next and who by. You can set a task
for yourself, or for your staff. The system automatically allows you to send a reminder to
your Outlook calendar, or that of your staff and it creates an entry on that date that you
ned to do something for that client.
Have you ever had a situation where a client has had to phone you to remind you that you were supposed to be doing something for that client? The BTS™ stops that from happening. Even if you miss it, or your staff miss it, the system puts an entry into a ‘reminders dashboard’, ensuring no case is ever forgotten. It allows you to be on top of each and every case.
Task management for staff
The BTS™ allows tasks to be sorted by staff names, and dates a task is supposed to be done. So each staff member knows exactly what tasks they have for the day for each client, and who is doing what.
As the Principal of your business, you want to know exactly what is going on in your Practice, who is doing what. The BTS™ allows you to create reports: these give you accurate up to date information on precisely where the whole of your Practice is with every client, from the volume of business coming in to which of your team are doing work and who are not.
Store your important documents where you can find them immediately when you need them.
Have you ever needed a document urgently and then wasted time trying to find it? Imagine
wanting to speak with a pension povider for a client’s policy and then discovering you
cannot find the client’s letter of authority to enable you to get that information.
The BTS™ allows you to store important documents right on the tracking system. Now you have
got them exactly when you need them.
Secure end-to-end encryption and GDPR compliant.
The BTS™ is GDPR compliant.
It is hosted on Microsoft Azure ®. Client data is encrypted at source in the browser, encrypted during SSL communication to the server,
and then again encrypted when stored on the server. Client documents are encrypted during SSL communication and again encrypted when stored on the server.
Why should you use BTS?
The BTS™ has been created specially for UK financial Advisers, because of the need expressed by financial Advisers. Spreadsheets are an historical dinosaur. If you want fast, efficient, an up to date position of exactly where you are with a client, you cannot afford to be without a system which gives you a competitive edge. It makes you look good with your clients, you and your staff know precisely where you are, at the touch of a button, even if you are dealing with hundreds of clients. In a digital world, the question is can you afford to lag behind in technology? The BTS™ gives you a software which is easy to use and for which your staff and others associated with your business will be grateful.
The BTS™ is available on a monthly or yearly subscription basis. Contact us today by email on firstname.lastname@example.org so we can see how we can put together a package for you that suits your business and is perect for your requirements.
This is a true case of what really happened to one financial adviser in the UK in 2020.
These are his own words.