At the earliest opportunity data should be recorded in a re-useable format to save on duplication at later stages. It is vital that accurate scheme and staff records are maintained to ensure effective client management and compliance monitoring.

Data imports from product providers enable Adviser Office to capture scheme information quickly without you having to manually key in records. Most major insurers provide scheme data in excel or csv format which can then be imported directly into your Adviser Office database. A Group Scheme Import Wizard also allows you to accept data in xml format and import one, several or all schemes for a provider. The wizard is flexible enough to meet different business procedures, such as new business processing or a group pension renewal, allowing you to select which information you wish to update.

The foundation of good client relationship management is knowledge and this calls for a level of connectivity between technology applications. All of the information about your clients must be centrally stored and all of an employer's or employees' interactions with you should be captured and monitored to allow you to build upon any opportunities that arise.

Adviser Office integrates with both the Simple2 and Staffcare employee benefit portals, allowing you to receive xml messages for any changes made to these systems which create diary entries in Adviser Office. New joiners, leavers and new schemes are also automatically updated on Adviser Office. Communication with your clients is made simple and your database remains accurate and up to date.

Data sharing is essential to support effective business processing and at 1st we continue to work with product providers and third parties in order to help you save time and reduce costs.