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
level of accuracy required in both typing and data capturing Excellent organizational and administration
level of accuracy required in both typing and data capturing Excellent organizational and administration
accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc