About Workflows

About the TouchPoint Workflows

Five time-saving but comprehensive workflow diagrams we've mapped out for enabling you to set up your financial planning software workflows. These will save you and your staff hundreds of hours white-boarding your advice processes. Suitable for holistic wealth advisers as well as life insurance specialists.

You can spend your valuable time working this out and building it yourself...or you can short-cut and get started by purchasing these workflow templates.

Purchase individually or as a bundled set of all five workflow templates.

 

TouchPoint Workflow 1 Template - First Meeting
Workflow 1 consists of 7 tasks with 16 step options mapped out from initial input of client data, confirming the first meeting with the client through to diarising the second meeting and all the steps in-between.

TouchPoint Workflow 2 Template - Strategy Document Preparation
Workflow 2 consists of 15 key tasks (option of additional 11 keys tasks) with 34 step options (option of additional 24 steps) mapped out from initial diarising of the fact find meeting, research advice, preparation of your strategy document, updating your referrer (if applicable) to presenting to the client and completing paperwork and all the steps in-between.

TouchPoint Workflow 3 Template - Application Implementation
Workflow 3 consists of 13 key tasks with 34 step options mapped out from sending the completed e-apps, obtaining the insurer's decision, communicating this to the client, gathering more information, through to setting up a beneficiary briefing meeting with the client and family and all the steps in-between.

TouchPoint Workflow 4 Template - Client Review
Workflow 4 consists of 8 key tasks with 16 step options mapped out from diarising the review meeting, preparing for the review meeting, communicating with the client (and referrer if applicable), preparing and presenting a revised strategy document for updated advice and all the steps in-between.

TouchPoint Workflow 5 Template - Claims Assistance Process
The fifth and last template in the set of five time-saving but comprehensive workflow diagrams we've mapped out for enabling you to set up your financial planning software workflows.

Workflow 5 may not be applicable for all financial advising businesses, but if you provide life insurance advice, you will get a claim one day and you will need a process to efficiently and professionally assist the client through the process.

Your staff need to know what to do and be consistent in the methodology too. This workflow has been designed for best practice claims assistance. It is a great basis for setting up your claims assistance service.