Acturis + SmartBroker Integration
*Internal use only*
*Internal use only*
Yes, all FullCircl licenses are a minimum of 12 months with volume-based and multi-year discounts applicable
Additional commercial agreements will need to be in place with Client to extend integration access to new users. Acturis to alert FullCircl when applicable if Client hasn’t come directly to FullCircl
Aspart of the commercial proposal, there will be a Screening Quota line item, which covers the cost incurred to CA for PEP’s/AML checks. Pricing for CA starts at 40p/check but reduces based on volume – a margin will need to be applied to this when putting in front of Client
Acturis only records that a screening has been requested (visible on the External Records screen). A user can request the current status of a screening and see a summary of screening flags but that detail is only stored in FullCircl.
Currently clunky, work ongoing by Acturis to resolve, Chloe and Stuart reviewing templates
To be confirmed, the current preferred process is Client tells FullCircl and we email Acturis support, though concern is they can take up to a week.
Tracking
Yes – Tracking flags will be pumped to Acturis in bulk, and they will distribute/assign them as they see fit. News insight email alerts will be sent directly to Primary users with SmartBroker access
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A connected solution for brokers, insurers and MGAs providing meaningful opportunities to drive growth
Acturis and FullCircl are working together to provide users with rich contextualised and connected company information.
Using SmartBroker, build a list of companies that match your key prospecting criteria before uploading to your Acturis platform using the Automationmodule.
Understand the full story behind everybusiness with daily updates centredaround your interests, allowing you toidentify business opportunities andassess risk accordingly.
Save hours of re-keying by automating customer data collection from validated and verified sources like mainstream CRA’s, Companies House and the HMRC.
Automate processes to streamline your pre-qualification screening and onboarding journey for customers. Free up the time you need to accelerate growth and reducecustomer acquisition costs.
Monitor a company’s progress andproactively track changes that mightimpact the associated risk and opportunities in real time throughoutthe customer lifecycle based on yourpredefined rules.
Client-facing overview
Please contact acturis@fullcircl.com should you have any questions on features or pricing.
New Business Revenue Producer
Existing SmartBroker license required
FEE
Additional £225 in addition to existing SmartBroker license fee to access full suite of FullCircl add-ons inside Acturis
Activation fee per Acturis instance based on number of seats
Account Handlers and Middle Office Professionals
FEE
£300 fee to leverage FullCircl company enrichment data within Acturis
Activation fee per Acturis instance based on number of seats
No FullCircl SmartBroker license required
The Add Company screen will be updated to include a new External Search button
Note: All changes subject to the functionality being enabled for a particular organisation
Pop-up when pressing External Search
Options to Search on Company Name, Company Registration No. or External ID
User to select correct result from the list
Once a selection is made the External Contact Details pop-up is launched
This shows all of the Acturis system fields populated with data from FullCircl
A Search button allows selection of a “Primary Contact Person”
External Contact People retrieved from FullCircl
User can select one to be Primary
Option to import more at a later stage if required
Once details are finalised and the newCompany record is saved in Acturis the user is prompted for Tracking
Tracked Contacts will be tracked by FullCircl, notifications being picked up by Acturis and placed in the diary against that Contact
Acturis will store a list of Event Types, clients will be able to set up and manage automatic workflows based on the Event Type they are notified of
This new screen (displayed within the Contact record) shows that a link to FullCircl exists
This screen supports:
Completing a new Company Search (for Contacts already stored but not yet enriched)
Repeating the Company Search in order to update fields with the latest data
Tracking and Un-Tracking the Company
Starting a Screening or viewing status of a Screening
Enable or Disable News Feed
When updating a Company with enriched data a comparison screen will be displayed
This screen allows the user to choose tooverwrite existing data as required
An equivalent screen will be available when updating individual people via the Director search
The existing People & Locations screen will be updated to include the option to “Add from External Source” provided that a FullCircl link is already in place
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Pressing Add from External Source launches the External Contact People Search pop-up
Search on External Data Provider
Results grid matches the one shown when adding a Contact except with an “Existing Contact” column, identifying those already held in the system
Users can choose to import further people or Update those which are already held
Starting a screening process from the External Records Screen will send the request to FullCircl
Acturis will note when a screening is currently active
A user can “View Screening” to see a summary of flags (screen design in progress)
A new tool will be added to the right-hand pane of the Acturis application
Assuming the News Feed is enabled (in the External Records Screen) then this will display collapsed with a count of news articles shown
Open will launch the relevant article in a web browser
A list of fields pre-populated by SmartBroker
Company Name
Company Type
Location Details (Country, Location Type, Address
Lines 1-5, City, County, Postcode)
Company Reg No
Year Established
No. of Employees
Turnover
Business Description
Market Classification (SIC Code)
Website
Title
First Name
Initials
Surname
Date of Birth
Nationality
Contact Person Type – As his is a broker maintained
list of values. Acturis are adding some config / logic to
default this value if the person is flagged as a director
Position
Work No
Email
TPS Checked
TPS Registered
Get a complete view of the markets that matter to you, segmented by the attributes of your most profitable clients.
Receive insights about key changes to your prospects and clients, allowing you to provide relevant support and guidance, and be a trusted advisor to your clients.
Use data-driven customer intelligence to eliminate knowledge gaps, ensuring comprehensive, full, and detailed submissions every time.
Don’t get blindsided by significant changes to your client’s business and risk portfolio at renewal. Be alerted to changes to help mitigate risks sooner and increase client profitability.
“FullCircl is helping Marsh Commercial achieve its vision by using technology to become a customer-centric organisation capable of delivering real competitive advantage.”
“FullCircl is different, it doesn’t just present you with static data, it gives you the ‘why’ factor – a legitimate reason to get in touch and build credibility.”