Streamline your administrative tasks

Office is designed to help financial intermediaries manage their back-office operations and support their forward-facing activities.

Admin Tools

Our tools address the challenges faced by principals, managers, and administrators by providing them with the necessary resources to streamline their workflows and increase efficiency.

With Office you can easily manage your day-to-day tasks, such as handling paperwork, monitoring compliance requirements, and tracking client data. This allows you to focus on providing exceptional service to your clients, without getting weighed down by administrative tasks.

By utilising our tools, you can stay on top of your business and stay ahead of the competition.

Our Admin Tools allow you to have full access to manage 360 for advisers, negotiators, introducers and administrators. Here are some of the features:

  • Client Segmentation – Easily organise opportunities and sales on a large scale using Client Segmentation.
  • Admin Pipeline – Keep track of all admin tasks and events with the Admin Pipeline feature.
  • Workflow Configuration – Schedule tasks for post-sale administration with Workflow Configuration.

Campaign Manager

With Campaign Manager, you can target your client base by creating your own sales and marketing campaigns.

Generate and distribute email, texts or traditional mail marketing materials. You can create bespoke email and letter templates to engage with your clients.

Performance Explorer

You can easily report on your company’s written, completed and banked performance. Analyse historical sales and KPI data, identify trends, training gaps and needs, and gather data for RMAR.

Performance Explorer is the only part of the system where you can report on leads, opportunities and future reviews. Run reports on policies, providers and generated income and export them as spreadsheets for auditing and records.

Download now

Download 360 Office for your computer or laptop on windows operating system.

Need to call?

We’re happy to answer questions and help you learn more.

Need a refresher?

Whether you are a new or existing user you can book a webinar based training session.

A few little extras

Other 360 Lifecycle features

The ultimate tool for efficient client management and data capture.

Handle sales and activities with our lead and opportunity manager.

Engage and update your clients efficiently and access files securely.

Easily administer commissions and organise payments made to advisers.

Empowering financial advice journeys

with 360 Lifecycle