driver and vehicle safety.
customers' personal information and payment details Data capturing onto internal computer system Quotes to existing
customers' personal information and payment details Data capturing onto internal computer system Quotes to existing
forward planning on the monthly overview
Schedules are up to date and accurate.
returns for Companies Trusts and Individuals. Data Capturing and reviewing of income tax assessments companies
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
ure and compile data and reports
and integrity of the financial data.