In order to ensure best possible quality of record keeping, confidentially and accuracy Clientsure utilizes advanced computer assisted data capturing software for amongst others, the following functions:
- Client management
- Contact management
- Claims
- Commission tracking
- Client activity records
- Valuation certificates
The Clientsure client data base supports all file types, allowing us to attach a variety of documents including client identity documents, policy schedules, claim forms and valuation certificates. The database also provides pre-drafted birthday letters, welcome letters and various client related documents.


