The Plan Tracker is part of the Guernsey-headquartered insurer’s Online Service Centre which the company describes as “highly interactive”.
Nick Griffin, chief commercial officer of Generali Worldwide said: “Managing multiple spreadsheets to track planholders’ needs and plan performance is complicated and time consuming.
“Plan Tracker is an easy-to-use, online tool, allowing advisers the time to focus on analysing their clients’ plans through a visually-rich user interface. In short, it will give advisers more time to engage with planholders quickly and help them to keep their clients on track for the future they are saving for.“
