TRACK & CHASEShehan Anushka

Anjala Merian

WHAT IS TRACK & CHASE?

New business applications refer to the - Continuous review- Tracking- Chasing - System updating of

applications

PRODUCT PROVIDERS

PREFERRED PRODUCTS

• SAVINGS PLANSo Friends Provident International: Premier Advanceo Old Mutual International: Managed Savings Account (MSA)o RL 360: Quantumo Zurich: Vista

• VANILLA BONDSo Friends Provident International: Summit; Zenitho Old Mutual International: Managed Capital Account (MCA), Executive,

Wealth Account (EWA)

• OPEN ARCHITECTURE BONDS o Friends Provident International: Reserveo Old Mutual International: Collective Investment Bond (CIB), Collective

Redemption Bond (CRB), Executive Investment Bond (EIB), Executive Redemption Bond( ERB)

o RL 360: Personal Investment Management Service (PIMS)

PROCESS

Processing of Application

Upload Documents to Client ‘s Drive

Update BBO

Track & Chase Team

Product Provider

New Application

HOW TO IDENTIFY AN EMAIL

TOP UP

NEW BUSINESS

Standard Bank

OUTSTANDING REQUIREMENTS (MEDICAL)

Receive Medical Requirement

Inform IFA

Admin or Product Provider books the

medical clinic

Check and verify with the Product Provider

Underwriters review and update

EMAIL REQUEST – OUTSTANDING MEDICAL

EMAIL: POLICY ISSUED

REQUEST: MAKE POLICY NTU’d

05/03/2023

Populate the policy issued date and the Status as “ Process Now” in the policy section once the policy has been issued

NOTES

RECORD MAINTENANCE

CRM REPORT

CORE BUSINES

S REPORT

Record keeping to calculate commissions

CRM REPORT

Allowed only to update the policy number once we receive it and the policy issued / NTU’d date once the policy issued or NTU’d.

Keep track of the issued and commission received until a similar report (or improved pipeline) can be generated from the BBO

05/03/2023

CRM REPORT

Page No

CORE BUSINESS REPORT

All the details of the outstanding requirements and policy issued dates are figured out in this sheet for easy reference.

This helps with commission forecast, and ultimately, budgeting. 

05/03/2023 Page No

CORE Business Report

ISSUES & NTU’d

THANK YOU!