PRODUCTS SOLUTIONS SERVICES ABOUT US CONTACT US
 
CRM
COMPLIANCE MANAGEMENT
PRACTICE MANAGEMENT
SALES MANAGEMENT
POLICY INFORMATION
FINANCIAL NEEDS ANALYSIS
 
CONTACT US

0861 ATWORK
0861 289 675
support@work.co.za
 

 
LIVE SUPPORT


 

 
atWORK Internet Software Solutions is a web based solution for the financial services market focusing specifically on CRM solutions, Practice Management, Compliance Management and Financial planning for Financial Advisors in the Life and Health Insurance sectors.

As a Financial Advisor you have enough to worry about – let us take the pain out of:


Based in Gauteng, South Africa and established in 1997, atWORK is a proven and reliable Financial Planning, CRM and Practice Management system for both the independent advisor and for corporate environments in the Life insurance, Short Term insurance and medical insurance industries.

Our planning software solution manages client relationships, communications, day-to-day workflow processes and compliance in a simple, effective and easy to use system.

As well as managing the daily client processes, the atWORK system can be customised to your specific needs and our fireproof off-site data centre ensures that all client data, documentation and communication is safe and secure.

The atWORK solution adds value and productivity to any advisor’s business. It is easy to use, efficient and effective for day-to-day financial planning, management and CRM.

We have various product offerings for both the independent and corporate requirement:

Health Insurance Planning and Practice Management
Life and Investment Planning and Practice Management
Short term Insurance Planning and Practice Management

For the larger company we can customise the system to accommodate in-house data management, integration to back office and legacy systems and infrastructure management.

atWORK has an established infrastructure that provides the following services to it’s customers:
GET YOUR FREE
TRIAL NOW!

 
HOME | PRODUCTS | SOLUTIONS | SERVICES | ABOUT US | CONTACT US | FREE TRIAL | LOGIN