Model 3

Investment Company

Our client is an investment company with several sales agents/Financial advisors. These sales agents sell investment policies to their customers; and our client gets paid for their advisory services. For every dollar our client's customers invest in the investment policies, the investment company pays a certain percentage as commission to our client. The investment companies send consolidated monthly statements of policies sold; which our client uses as a basis to pay its advisors.

TA is enabling significant cost savings in our clients back office operations with its reporting services. We generate advisor wise reports, policy wise reports and summary payout reports that our clients use to make payouts and commissions. We receive the scanned copy of all the monthly statements and prepare from them the mentioned reports.

TA's reporting services have benefited our clients business by ensuring greater accuracy in terms of its payouts, significant cost savings in its back office operations and by enabling it to focus on its core business strategies for greater profits.