Data gathering
Good morning
Looking for insight please.
What steps has your company taken to ensure the Paraplanner has all the right data, valuations, plan info etc. available to write a case?
Does the PP obtain all this? But this would delay reports?
Do your admin team get this? How do they know what to get?
I am looking for the ideal way to set up the departments to ensure technical resource isn't wasted on basic data gathering.
Thank you
Bambi
Looking for insight please.
What steps has your company taken to ensure the Paraplanner has all the right data, valuations, plan info etc. available to write a case?
Does the PP obtain all this? But this would delay reports?
Do your admin team get this? How do they know what to get?
I am looking for the ideal way to set up the departments to ensure technical resource isn't wasted on basic data gathering.
Thank you
Bambi
Comments
Hi Bambi,
I think the simpliest way is to have a list of what information is required about each type of plan, the administrators send off for this information and have a checklist of what has been provided and what hasnt. The tricky bit is whether or not the adminstrators have a basic understanding of the questions being asked, as some questions may not apply. It maybe the case that a paraplanner has to check the information provided and then feedback to the admin team to request any missing information, which notouriously there is. I have a bank of information request letters I am happy to share with you, if you would like? just email me, nathan@plan-works.co.uk