My Client Admin
Focus on your clients — not paperwork.
My Client Admin empowers financial advisors by handling the admin that keeps your practice running: from client onboarding and reviews to issuing new business and managing ongoing service changes.
THE HEART OF YOUR PRACTICE
- Pre-Appointment Admin (Paraplanning): We prepare reports, review data, and set the stage for productive meetings.
- Post-Appointment Admin: We handle policy changes, new business processing, amendments, claims, and more.
Pre-Appointment Admin
“PRE” are the actions and tasks required to onboard new clients and prepare for reviews of existing clients.
Quote requests, onboarding, advisor appointments, and requesting policy information for the following products:
- Risk (Life Insurance)
- Investments
- Medical Aid
- Gap Cover
- Employee Benefits
- Short-Term Insurance
Post-Appointment Admin
“POST” are the processes and tasks required to implement the discussed changes, new policy applications, additional investments, changes to personal info etc.
Including, but not limited to, change of address and/or bank, additions, personal info updates. Some examples of post-appointment work:
- New applications
- Amendments and Alterations
- Claims
- Transfers and Withdrawals
- Section 14/50 transfers
- And more
Even the best admin teams face overflows — we’re here to help manage the bottlenecks.
We Get Results
When your admin team is under pressure, we step in to help. Thanks to our strong relationships with product providers and deep industry know-how, we resolve issues efficiently, reduce bottlenecks, and help you get back on track faster.
Free up Time
Focus on what you do best — we’ll handle the rest. You decide which admin tasks stay on your plate and which ones we take off, freeing up your time and your team’s energy to focus on client relationships and business growth.
Peace of Mind
We deliver on our promises — every task is handled with professionalism and care. Our reliable support gives you confidence and peace of mind, allowing you to focus on growing your business without worrying about what’s happening behind the scenes.
