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| PortaLink |
| Insurance
Advisor Portal |
| Features: |
1. Secure login
and access rights
2. Dashboard with Performance Details
against Targets and key trends
3. KPI’s for continuous monitoring
4. Commissions and other incentives
– paid out and pending
5. Service related details for existing
customers
6. Online networking and community
forums
7. Alerts on events and pending complaints
8. Leads Repository
9. Other product and company related
information
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| Solution
Highlights |
1. Pre-configured
Business Solutions Pack including
an advisor data model and pre-populated
metadata
2. Easy integration with your existing
Advisor Management System or Data
Warehouse through
SQL Server 2005
3. Real Time Information
4. Easily accessible over the web
or PDA
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| Technology |
1. SharePoint Server
2007
2. SQL Server 2005 Integration Services
3. Business Scorecard Manager |
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| Sneak
Peek |
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