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SPOTTER CRM

SPOTTER CRM. SPOTTER CRM Overview. Spotter CRM Main features. End-to-end CRM client management solution for insurance and lending. Used for many applications but specifically tailored for personal insurance, SACCs/MACCs and mortgages

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SPOTTER CRM

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  1. SPOTTER CRM SPOTTER CRM Overview

  2. Spotter CRM Main features • End-to-end CRM client management solution for insurance and lending. Used for many applications but specifically tailored for personal insurance, SACCs/MACCs and mortgages • Integrates with many third party software by two-way open API • Compliance modules built in, including full file storage • Secure system that is cloud/web based using leading Australian based cloud hosting company. • Full reporting functionality including dashboards that are customised by access level. • Affiliate marketing capabilities and tracking built-in • Automatically or manually communicate by text or email • DocuSign enabled – Reduce paperwork • Built over 8 years and used by high volume 3rd party clients • Low cost point

  3. General Advice and Personal Advice for Insurance • System covers both general advice and personal advice models. • Main features • Leads can come in through multiple sources • API, manual submission, csv etc. and tagged with campaigns and sub campaigns • Full document and note storage for compliance purposes • Key compliance processes can be automated to reduce compliance risk. • Fully flexible work flows that can be set by users without coding • Pre-built modules to manage leads, clients, applications, claims, policies/payments, campaigns • Full calendar system for managing multiple schedules which integrates to Office365 • Seamless integration with leading research providers such as Xplan and Omnium.

  4. End-to-end CRM solution for General Advice and Personal Advice for Insurance - continued • Communicate with clients, by text or email direct through the CRM with customizable templates • Automate key activities such as compliance documents and marketing • Extensive user permissions available including locking down access to single IP or IP range • System backed up every 2 hours. • Completely customisable form builder. Send Fact Finds, Risk Tolerance Questionnaires or any other document you like to clients via email or text. • Automatically generate SOAs, quotes or any other key templates. • Measures key metrics such as staff performance including time interacting with the CRM.

  5. Example Fact Find Form

  6. Lending functionality • Lending functionality built over last 24 months and used in high volume pay day lending businesses and by mortgage broking firms. • Main features • All of the features of the insurance CRM plus • Allow clients to upload bank statements and automatically categorise income and expenditure for loan serviceability. • Provide a compliance framework and semi-automation to process loans • Send loan docs to 3rd parties or to financial planning/insurance CRM. • Provide key documents such as loan assessments, applications “on the fly” by PDF or word. • Credit scoring using artificial intelligence as an optional extra for SACCs/MACCs • Modules to manage collections including reporting

  7. Semi-automate serviceability System automatically stores categorised bank statement data into a serviceability calculator

  8. Artificial intelligence model for credit scoring • Optimised to reduce defaults whatever the client's risk tolerance and book profit targets. • AI model deployment is integrated (preferred) or can be used as stand-alone API (cloud or on-premise) • AI model can offer explanations to assist decision makers (explaining the individual factors driving the loan default prediction) • Capability to score real time credit applications against the likelihood of loan default (score or probability as desired). • AI model is trained on data synthesising data from credit file, bank transactions, and demographics.

  9. Integration with third parties • We understand that we may not have all features you are looking for • Integrate with any third party software via open two-way API • Midwinter, Adviser Logic, Min-IT, Podium or any other software with an accessible API. • Request Equifax statement with the press of a button • Automatically have client bank statements uploaded -for more info…List location or contact for specification (or other related documents)

  10. Compliance modules built in, including full file storage • Compliance risk minimisation at the heart of Spotter CRM • Automate compliance processes such as sending out FSG, credit guides, PDS, privacy policies, final/preliminary assessment, quotes and any other key documents. • Correspondence time stamped and stored for compliance purposes. • Build in compliance processes upon key triggers which are completely customizable • Ability to provide third party access for auditors and to segregate relevant clients only.

  11. Secure system • System built with high level security • Lock system down to a particular IP address or MAC Address • User access levels fully customisable so you can determine which modules they see or don’t see. • Unusual logins reported directly to key stake holders by email • E.g unusual IP address • Mobile phone logins • Logs available to track user activity • Hosted on Rackspace who are ISO 27001 compliant which is the international security standard.

  12. Reporting • Full reporting ability with dozens of popular reports already created • Track ROI by lead source or by advisor/broker/team member/management • Monitor lead volume and cost by campaign • Review staff activities including actions, time online, pipelines etc. • Track upfront and ongoing commission by company and time period • Track submissions and expected completions monthly or weekly • Monitor insurance affordability through super • Generate commission exception reports and find missing payments • Monitor key retention activities

  13. Affiliate system • Have third parties easily send you leads by webforms, API, manual upload or by CSV • Automatically generates reports by 3rd parties on actions, sales and pending payments • Automatic generation of invoices for 3rd parties. • Can be broken down by main campaign and sub-campaign • E.g. XYZ Accountants from Billy Smith -for more info…List location or contact for specification (or other related documents)

  14. Marketing built-in • Create SMS or email templates and send them off to individuals or to a group on mass • All messages time stamped and recorded for compliance • SMS replies automatically stored on system. • Ability to create customer messages with overall business template appearing in email • Exports available to use third party email software such as mail chimp.

  15. Tested system in real world environment • System built by a large scale general advice business in a real world environment • Practical solutions to help save time and energy and create efficicies • Location or contact name/phone • Used by several financial planning and lending firms • Personal Advice businesses with more than 50 staff • Large scale asset lending and mortgage businesses

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