File Monitoring
Our administrative support team ensures that every file in our hands is treated thoroughly, quickly and professionally. Whether it is an insurance or investment file, our financial advisers can have peace of mind when their files are in our hands.
AMONG THE SERVICES OFFERED
- Personnel specializing in comprehensive treatment of new business in life insurance and living benefits;
- Call centre for file tracking (CASA – New Business);
- Electronic processing of file monitoring and email sending;
- Close communication with insurance company raters to obtain the best decisions;
- Investment records compliance audit with respect to business practices required by the Autorité des marchés financiers and the MFDA.
