Client Management


Keep your customers organised

BAT has a complete client system powered by a fully customisable fact find, we know that each company uses its own fact find, for that reason BAT offers a fact find and a customisation tool to match your requirements.

Each client has its own profile page where you can find all the related information, including:

  • Access to the client's fact find.
  • Access to all policies related to the client.
  • Access to the client's documents
  • Access to the tasks related to the client.
  • Direct access to make live quotes from the customer information.

Screenshots


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