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Pipeline Tracking

Nurturing new applications

SENRO streamlines pipeline management so it is effective, efficient and informative for administrators, advisers and managers.

Once a client has made a commitment to proceed, the work only just begins. Every new application, whether it is a Pension, Investment or a Mortgage product must be carefully looked after to ensure every task is completed.

We recognise the different processes required to get new applications on risk or issued, and provide the tools in SENRO to support the pipeline management. Whether you are chasing valuations, medicals or information from existing providers, SENRO reduces the need for manual labour and time allocated to administer each application.

To help you understand the current position of all your ongoing applications, your business pipelines can be filtered by business type, adviser, source, status and many other options.


SENRO Functionality List

We believe SENRO is the most comprehensive Online Client business management system available on the market.

Download the functionality list to understand what SENRO can do for your business

Click here to download the functionality list