"Our aim is to be at the forefront of Customer Engagement with an independent system that can easily integrate with other platforms and fill the gap in CRM systems that inadequately reach the end user."
- Joanne Cole, Founder of BrokerIQ Solutions
Your Advisor Here (YAH) is an extension of BrokerIQ Solutions’ (BrokerIQ) branded mobile application, which offers advisers their own customised app linked to their unique customer engagement platform. BrokerIQ automates the entire customer journey - with particular emphasis on protection products - profiling customers continuously and flagging reminders about review dates & policy benefits.
YAH offers a comprehensive suite of features tailored to meet the needs of modern advisers, including traceable chat to ensure secure communication between advisers and customers. Other features include automated document upload, video communication & reminders as well as data integration and a referring tracking system.
Joanne Cole, Founder of BrokerIQ, believes that legacy systems have left advisers frustrated, with moving to new systems a long and time-consuming process. “With YAH, advisers can achieve instant deployment and seamless onboarding with minimal effort, revolutionising customer interactions in just minutes,” Joanne added.
She said: “Our aim is to be at the forefront of Customer Engagement with an independent system that can easily integrate with other platforms and fill the gap in CRM systems that inadequately reach the end user.
“Recent research shows younger customers expect a true digital experience like every other aspect of their lives. YAH creates that space for both customers and advisers alike,” Joanne highlighted.
“Customers will not engage with a portal once a product has been bought, leaving advisers to return to a mix-match of communication platforms and tracking systems. This leaves advisers unable to meet the expectations of modern consumers with insufficient systems and unable to connect with their customers in meaningful ways.
“YAH changes this by providing a seamless, engaging experience for customers, reducing administrative burdens, saving time, and helping advisers retain customers by reaching them at regular, relevant intervals on their journey in a way that customers expect,” she concluded.
