June 2006 www.quaysoftware.co.uk
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EDI Commissions

We’ve been delighted with the response to the launch of our EDI commissions service. There has been good press coverage and we have received a number of new enquiries for this superb time-saving facility.

Automatic commission reconciliation offers considerable time savings - and particularly for those IFA firms with large volumes of trail commission. We currently work with 25 different providers and Quay's technology not only does the job of delivering data in a standard format from these providers, it also matches your commission expectations to receipts.


With our new Client Care Desktop v3.3 (CCD) you can now access and reconcile your commission reports automatically. Unlike other software systems Client Care Desktop will:

  • Reconcile commissions automatically against expectation
  • Handle all commission types including renewals, saving you hours of manual input
  • Significantly cut costs and improve overall business efficiency
  • Receive commission statements in any format and from any provider that supports automatic commissions.

Additionally, we have selected Europe's leading EDI provider EasyLink as our preferred supplier. With 95% of Product Providers already using EasyLink's web messaging solutions to send reports to the IFA community, the Quay-EasyLink solution gives you instant access to your commission reports via secure, cost effective internet-based EDI technology.

If you have not yet discovered how EDI commissions can save you time, money and hassle, please contact our Sales department today on 01279 756 060.

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  You may have noticed the small orange ‘RSS’ button on the News and Blog pages of our website.

Really Simple Syndication (RSS) is a new way to distribute the key content of websites (headlines, news, summaries and links) directly to your computer desktop - without you having to actually visit the sites.

This way you can view hundreds of headlines from multiple sites all in one place and saves you a huge amount of time going from site to site. For example, have a look at the BBC website where you will see the orange RSS feed button for the content of many of their pages.

To access and read the content of RSS feeds, all you need to do is download a ‘news reader’ that displays the content from the websites you choose.

After installing your news reader, you can then add the content from each feed by clicking on the orange RSS button on your chosen websites.

After clicking on the button, cut and paste the URL address of that feed into your news reader. You will now be subscribing to the feed, and each time that page is updated (e.g. a new news item or blog), you will see it appear in your news reader.

The BBC is a great example of how RSS feeds are used to distribute the content of their web pages. In fact you can choose from almost 30 feeds on the BBC website at this link

IFAOnline also has a feed to which you can subscribe and increasingly you will see the orange RSS or 'Atom' button appearing on many of your favourite websites. By clicking on the RSS button on your chosen web pages, and then cutting and pasting the URL into your newsreader the key headlines from those websites will magically appear in your news reader. In this way, you can receive just the key bits of your favourite websites all in one place, and without having to visit each page.

Here is a selection of news readers:

FeedDemon

http://www.newsgator.com/NGOLProduct.aspx?ProdId=FeedDemon

Bloglines

http://www.bloglines.com/

Newz Crawler

http://www.newzcrawler.com/

My Yahoo

http://my.yahoo.com/

Click here for a selection on Google

Please note that Quay Software is not responsible for the content of external internet sites

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Quay Modular Website

Quay is currently working on including RSS technology within our Modular Website service, so that IFAs' clients can subscribe to your own news items, and so keep up to date with activities and services within your company.

We will let you know when the RSS service is available, but in the meantime, if you are thinking about setting up a new website, please contact us at:

sales@quaysoftware.co.uk

or call 01279 756 060

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Enhance Your Service Proposition

Whilst we’re on the subject of communication, have you discovered Quay’s Client Service Centre Log-in facility?

Quay’s Client Service Centre:

  • Adds a whole new dimension to your client service proposition
  • Enhances client loyalty
  • Increases repeat visits to your website
  • Has the potential to create a new income stream for your business

Client Service centre is a simple ‘plug in’ tool which can be added to your website. And what’s more, you don’t need to have a Quay website to benefit from the service as it can be added to any IFA’s website.

By providing a client log-in facility, your customers can gain secure access to their fact find through your website, enabling them to update details of their address, assets, liabilities, income, expenditure etc. They can also look at details of their policies – including current investment values.

Clients are provided with a unique username and password, and can send a range of messages to their IFA through your website – all in a completely secure environment.

Experience has shown that IFAs who offer such a facility see many more repeat visits to their website from clients that use the service, with some clients visiting their IFA’s website as much as once a week. Many of these clients are keen to request latest valuations of their policies and enjoy the interactive functionality.

From an IFA’s perspective, this tool also provides you with the ability to create a new income stream – or to include the service as an added value feature to key clients.

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Introducer access

Naturally, many IFAs like to extend the log-in facility to their professional introducers, so this too is available.

For a quick review of how it works, please visit our demonstration website and click on the Log In button at the top left side. You can then view short demonstrations of both the Client and Introducer log in services.

If you would like to talk to a member of our Sales team, please contact us on:

01279 756 060

For more details on this, or any of Quay’s products and services please complete our online enquiry form.

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Are you using CCD to its full potential?

Do you need to enhance your knowledge on a specific area?

Our range of training courses and delivery options have never been so flexible.

Many clients have benefited from online training sessions to improve their CCD skills.

Online training

This is the modern way to improve your knowledge without leaving the office. The ideal solution for any busy IFA!

How does it work?

Your staff and one of our Trainers view each other’s systems in real time, whilst speaking on the telephone.
These are pre-booked sessions usually no more than one or two hours in duration, to ensure you absorb your training most effectively. You require nothing more than a Broadband Internet connection from your office. Our Trainer will contact you at the allocated time.

This is charged at an hourly rate for online training is £90.00.
All prices are exclusive of VAT.

To see full details of all of our online sessions, please click here

Private course

As an alternative you may wish to convert your online session into a private face-to-face training session.

How does it work?

Client feedback has informed us that some delegates prefer to meet our Trainer rather than speak on the phone. If this appeals to you, simply choose from the advertised courses listed by clicking here, or design your own agenda to suit your company needs.

Either way these sessions are held at our fully equipped classroom style offices in Bishops Stortford, Hertfordshire.

This is charged at an hourly rate of £90.00.
All prices are exclusive of VAT.

If you would like to discuss or arrange any form of CCD training, please give our Training Department a call on:

01279 756 086

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Did you know?

In order to help you cleanse the data in your Client Care Desktop system, it has a built in Data de-duplication tool. If you find that you have the same client in your system more than once, you can select the client with the most accurate data and transfer holdings from the duplicate client, safe in the knowledge that you are not losing any holding information - just eliminating duplicates. To utilise this tool, you must ensure that you have the password level which will allow you to delete.

Before De-duplication

CCD works with system client reference numbers. These can be found by entering the required client and looking down the bottom right of your screen once you are in their personal section i.e. from the front-page click on 'Client' then 'Personal'. Make a note of BOTH reference numbers for the same client and mark which one you wish to keep.

De-duplication

The De-Duplication tool can be found in 'Set up' 'Technical' 'Data'. Now click on 'de-duplicate client details'. You will be asked to type in the reference number for Client A, i.e. the client record that is to go and also for Client B, i.e. the client record that you wish to keep.

When you are sure that these are the correct two records to be merged and that Client B is the one to be retained, click on 'Deduplicate clients details'.

If you are using INVU, please ensure that your scanned documents are attached to the client you wish to keep.
You will be given several warning screens, which you should read and act accordingly. These will check that you are in no doubt of your action. If both messages are answered 'ok' and then 'delete', your task will have been completed. Please note that there is no way to undo this action so please proceed with care.

Hope this helps tidy up your database!

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Who do I contact at Quay?

We are always keen to hear your thoughts and comments as to how we can make our service to you better. Additionally, we want to ensure that we keep you up to date with the latest news from Quay, such as new features within CCD, upgrades to new versions and general key issues.

Click here for contact list

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For further information on any of these stories, please do not hesitate to contact us.

Quay Software Solutions Ltd
Thorley Wash Business Centre
Thorley Wash, Bishop's Stortford, Hertfordshire, CM23 4AT

Tel: 01279 756 060
Fax: 01279 659 748
email: sales@quaysoftware.co.uk
Web: www.quaysoftware.co.uk

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