With our Delegated Access feature advisers will be able to give another staff member access to MyQuote, and MyClient allowing them to act on their behalf. Advisers can select the access level for each staff member, who will get their own unique login details. All actions and traceability are clear for each delegate, and it ensures a client’s sensitive and private information is protected.
Delegated Access provides flexibility and control, and can free up an adviser’s valuable time to focus on other tasks. It allows an adviser to easily check on what a staff member has done at a more convenient time.