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Renewal Manager | |
Summary Manage every key renewal in one system - Nothing falls through the cracks - policy renewals, financial planning meetings and important tax dates along with immediate customer communication. Built on Microsoft CRM - Expand on top of the safe and powerful Microsoft system. Reminders to save you time - Pop-ups, email notifications and quick portfolio review are there to proactively warn you of upcoming events for every product and customer. Critical change follow-up - Build renewal workflow plans to help you complete critical actions like margin calls. Portfolio management - Use the Portfolio Manager to review assets under management and drill into detail. Optional links to financial planning tools - Enter the data once and run it into industry-leading financial planning software to keep you and your customers moving towards their goals. Links to valuation and back-office systems - XML Integration makes it easy to update portfolios and investment values. |
Renewal Manager
Staying on top of key dates and watching for portfolio changes takes a lot of your financial planning time. Tracking what each customer owns and making sure that insurance policy renewal and tax planning get done early keeps your customers loyal and maximizes revenue per customer. Powertrak Renewal manager watches every upcoming date and prompts you to take action. You get pop-up reminders for every customer and optional email reminders to never miss a beat. You can also easily look up everyone holding certain types of products or even locate specific policies and securities with just a few keystrokes. Call the customers who need attention right then or use the email blaster, scheduler, workflow or other Powertrak communication tools to kick off a series of interactions. Keep revenue flowing and customer service at a peak.  |
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| Powertrak™ is part of the Ten-time ISM award-winning Worldtrak® /Axonom® eCRM product family, delivering easy to use robust functions and proven return on investment. |
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| Product Details | |
| Active Notification | See every key renewal every time you log into the system. Because you get a complete list of critical dates and product renewals right inside your browser, Powertrak provides a one-stop, simple way to take action. You can drill down into individual item details to save time digging into other systems! |
| Handles Teams and Complex Portfolios | Renewals keep everyone on a customer team in the loop. You can even assign actions to personnel whose specific role is to handle the transaction, while alerting the whole team. |
| Look for What "didn't get done" | Do you have to watch for things like missed margin calls, portfolio positions that are outside planned boundaries and other missed actions? Renewal workflow plans can also alert you to the things that should have happened. |
| Streamline Your Follow-up Calls | Schedule callbacks and meetings at one time to lower your costs and improve service. For every important date, Powertrak gives you a simple, efficient way to trigger and manage every communication. |
| Built on Microsoft CRM | Microsoft CRM provides a safe path for scalability, integration, and business value based on Microsoft .Net and Web Services architecture. Powertrak is built in the same tools and shares the same data. |
| Use Microsoft Outlook | Save time and money using Email, appointments, schedules, meetings and call history review right inside the Microsoft office tools that you already know. Renewal Manager uses Microsoft Outlook and optionally pops alerts into email, to keep you informed everywhere. |
| Share Information | Integrated Powertrak and Microsoft CRM modules provide completely shared data and improve the efficiencies of every department. |
| Business to Business & Business to Consumer | Powertrak handles both business-to-business, house holding and business-to-consumer portfolios. So, you can watch individual portfolios, corporate assets under management, and retirement plan portfolio renewals in one system. Powertrak provides tools to tailor screens and data items to get just the familiar feel that you need. |
| A Complete Wealth Management Solution | Add Powertrak modules for Portfolios, Major Acquisitions, Marketing, Time and Billing and third-party tools like financial planning, agency billing and Microsoft Great Plains Financials to round out a complete, one-stop solution. |
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Powertrak™ is designed to meet the needs of specialized industries and Microsoft
centric mid-size organizations.
For more information please visit us on the web at: www.axonom.com |
 Bloomington, MN 55437 Toll Free: 1-888-814-2880 Phone: (952) 653-0400 Fax: (952) 653-0404 Email:leads@axonom.com |
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| ©2008 Axonom Inc. Powertrak and Worldtrak are registered trademarks or trademarks of Axonom Inc. in the United States and other countries. Microsoft CRM, Microsoft Outlook are trademarks of Microsoft Corporation. Other products mentioned here may be the trademarks of other companies. |
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