Administration
you can trust
Whether filling and processing forms, or gathering info from providers, our team minimises delays and uses years of industry knowledge to troubleshoot effectively.
Services that directly free up your time
Information Gathering
We manage the full information-gathering process with providers, from Letters of Authority through to receiving the information you need to advise.
- Use provider-specific knowledge to reduce avoidable delays
- Regular follow-ups to ensure shortest timeline
- Check that information provided matches request
- Standardise information into a consistent format
Form Fill
We source, prepare and complete provider forms accurately, reducing the administrative burden on the adviser and client.
- Source all latest and relevant provider forms
- Pre-complete all required sections
- Manage client action and signature requirements
- Quality assurance check before submission to provider
Provider Call
We speak to providers on your behalf and gather the information needed to support advice, reviews and client requests.
- Obtain up-to-date policy valuations
- Collect specific policy and product information
- Support annual review and meeting preparation
- Ask follow-up questions where information is incomplete or unclear
- Request call details in writing to maintain compliant file
Form Process
We manage the implementation process with providers from signed forms through to completion.
- Checking signed and supporting documents before submission
- Submit documentation to the correct provider department
- Follow-up regularly until confirmed processed
- Troubleshoot queries or outstanding requirements with the provider
- Provide updates to the adviser and clients as appropriate
- Verify accuracy of completed request
Why advisers choose Zentum for administration
Designed for advisers
Our processes are designed to take as much workload off the adviser as possible, understanding and predicting their needs.
Deeper understanding
We apply experience, judgement, and common sense to understand the wider context, troubleshoot the issue and determine what needs to happen next.
Light touch involvement
Simply submit your fact find and policy documents, and we handle advice implementation and client communication from there.
Frequently asked questions
Ready to transform your advice operations?
Book a demo today and see how Zentum can help your business scale without the administration headaches.