Why Outsource
Why Outsource?
Strategic Partner Support; what does this mean?
For many of our clients, outsourcing is seen as an intrinsic part of their process. They don't have to wonder whether their administration team is in the office today, or on holiday, how busy they are, can they handle the latest volume of cases as they've been really busy this month, and will the cases be processed in compliance timescales. Equally in lull periods, what can we do to keep them busy? We often refer to this as "fire and forget", fire it across to us via our secure portal and forget about it until you get confirmation it's been completed, or we ask for something to support the case.
Having a strategic partner who can provide a mandatory part of any sales process, allowing a firm to grow or contract without the pressures of staffing, should be considered an investment in the businesses future, not just a direct cost.
Why might you outsource?
Business taking off, but don't want to commit to employing staff, either financially or practically. Do you have office space, do you have the skills, knowledge & time to manage staff?
Spending too much time doing administration, and want a better work/life balance? Spend time with the family, or on the golf course!
Drowning in paperwork, maybe your administrator is on holiday or sick and you're having to pick up their work as well, maybe you just really don't like administration!
Maybe you just want a little extra support with the compliance processes from industry trained administrators, we know our DIP's from our FIB's!
What are the benefits of outsourcing?
- No need to worry about staff holidays or sickness – we’re here to support you with no interruption.
- No time lost in the recruitment process – no need to search through CV’s, pay agency fees and spend time interviewing and training new members of staff
- No training costs – CRM’s are our thing! We’re fully trained in most CRM’s from most providers & networks.
- Save time – why sit on hold waiting for case updates when you could be talking to clients instead?
- Flexibility – we’re here to support you whatever your business volumes, we have no minimum case commitment.
- Expertise – benefit from having administration experts within your business. All our staff undergo regular product and industry specific training.
What type of services do you offer?
Provider Submission
Once you've given the advice to your client, the next stage is the application to the provider, whether it's mortgage or protection. We can take this off your hands, by applying on your behalf, most providers offer admin logins to their system which we can also help you get setup.
Once we're ready to go, it's as simple as getting across to us what we need for the application, and away we go.
Case Processing
Time spent entering client data into a networks compliance system or your own CRM is time that could be spent with clients or generating new business. Let us take that load and administration burden for you!
We'll take your data from you in whatever format you have it, and input onto the chosen system. Don't worry, we're been around a bit, and used most of the CRM's in the financial services marketplace, so whatever system you use or whichever network you're with, we should be able to hit the ground running with your support.
Not only that, we can also produce your suitability letters for you, mortgage and protection, ready for your approval, freeing up your time to let you focus on what you do best.
Pipeline Progression
How quickly a business can complete on its pipeline can be make or break for your cashflow.
How long have you been on hold to some of these?
- Mortgage; lenders, surveyors, solicitors, estate agents
- Protection; providers, doctors surgeries, medical screening
Could your time be better spent generating business rather than chasing it through to completion?
Bespoke Services
If you have a need for a particular service which we currently don't offer, let us know, we're happy to evaluate any specific business support need, either on a short or long term basis.