CDM Solutions
CDM Solutions is an insurance-based CRM system to manage the insurance aspects of your clients.
They provide a unique solution to advisers that heavily rely on insurance and can obtain insurance data direct from platforms rather than through Xplan via the Datafeed?
It uses webscrapping tools to grab data from your underwriters directly rather than datafeeds which can be unreliable as it exchanges multiple hands before arriving in your Xplan profile
Contact:
Robert Sheptun (0415 857 223) support@cdmsolutions.com.au
CDM FAQ
Can we CDM to produce advice documents?
You will need to merge through your advice documents through Xplan and use Risk Researcher and the Advice Builder Wizards.
Does CDM integrate with Xplan?
At present, CDM and Xplan do not integrate.
Can we have the client’s Xplan address included when we send an email from CDM?
CDM have confirmed a second address can be setup for a client to be cc’d in, (this could be their Entity ID at Xplan) to assist in having the email auto file noted for your client.
When sending a policy schedule / attachment through CDM is it password protected?
CDM have confirmed you do have the ability to have attachments password protected when sending through their site.
Is it free or included in what we currently pay?
CDM is a standalone product and will be charged directly from the platform. Noting centrepoint alliance users do have access to preferential pricing.