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For every IFA, mortgage broker and insurance sales office, the new business book is the starting point for running your practice.  Log your new business on the register, and obviously download and upload information to the same.

History of the new business register in BAT

by Charlie Palmer CEO

BAT’s first application was as a new business book for a network, and this allowed 500 remote working advisers to log their activity on a central database in real time.

Next we added to that the policy information to allow users to add policies and all their features, from premium to commission

Next we add the client detail, and a fact find that is editable by firm, and allows for client portal.

Next we added the bulk upload facility: policies can be uploaded in bulk.

The New Business Register also works in conjunction with automating File Checks.

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