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
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
kept in the correct format. Ensure accurate data capturing to the database - daily o Submission of database