Client Insurance Reporting System Update


Client data platform provider, CDM Solutions, is ramping up its service proposition to the risk adviser business market with new features and online webinar support.

Seeking to offer a solution for what has been a long-awaited universal client data feed facility for advisers, the firm has recently introduced automated policy renewal messaging for subscribing advice practices, intended to increase business efficiency by reducing time spent on managing client policy renewals.

CDM Solutions founder, Katriel Warlow-Shill …continuing to evolve his firm’s insurance policy data feed offer

The firm advises its client birthday and policy anniversary reports have been enhanced as it works to position its offer as the only stand-alone client insurance reporting system available in the Australian market.

Webinar support is also being provided for both existing advice business clients as well as for other advice practices considering this still-evolving service.

Adviser and CDM Solutions founder, Katriel Warlow-Shill, says his firm’s offer continues to evolve, as it looks to implement its current round of enhancements while also targeting future value-adds, including:

  • Mass quotations run for existing policy holders across all insurers to determine any opportunities for premium savings (while observing client best interest commitments)
  • Development of a national death register database to allow insurance policy searches for probate purposes
  • Life company take-up of the CDM Solutions client data template as it appears to be proving more efficient than many existing systems

Interested advisers can click here for more details on this emerging service offer, including the provider’s upcoming webinar, to be presented by Warlow-Shill, which has been opened to the broader adviser community for the first time.