The Client Maintenance Report (CMR)
As has been mentioned, the CMR is produced each and every month
for advisers to work through. For every client or policy shown in
each subsection, there is a review date which can be entered. This
ensures that each and every client and their policy/ies can be reviewed
regularly and when their adviser has the time to do so properly.
Advisers can look through each subsection and review the outstanding
cases as and when they are free, before passing it back to their
administrator in Head Office to update the system or extract other
information for a more thorough review to be undertaken.
This system allows advisers to keep on top of their clients and
their needs. It also keeps advisers away from doing boring and time-consuming
administration work such as browsing records or searching through
Clicking on the following links will take you to a description
of each subsection within the CMR. This should show you the importance
of it in financial services today:
When you click on any of the above links, just remember to click
'Back' on your web browser to return to this page.