Below is a brief summary of only a few of the features provided in Client Professional. For a more detailed description please click here.

• Individual and Company Clients with specific data entry screens
• Personal and Business Relationships between any Clients
• Non-Client Relationships supported, allowing a household view
• Unrivalled Policy capture - including Portfolio Care, Income Protection, Employee and Employer Superannuation,Term Insurance, Annuities and Pensions, Domestic and Commercial General Insurance
• Unlimited Notes per Client
• Archival of Notes (permanently non-modifiable) for ASIC compliance
• Task Allocation
• FSR Document Tracking
• Client Rating and Review System
• Important event reminders, such as Client Birthdays and Policy Anniversaries.
• 'Adhoc' Reporting allowing you to enquire upon any field in the database.
• Marketing Campaign Management.
• Document Management/Storage.
• Client Email capabilities.
• Easy creation of your own Mail Merge Templates eg. for letters or brochures.
• User Definable Fields and Customisable choice lists
• Can operate with multiple databases allowing you to segment General and
  Non-General Insurance Clients (for FSR compliance).
• An easy to use Backup/Restore Facility