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CCL Software Ltd

Overview

CCL Software Ltd

60 Battenhall Road

Worcester

Worcestershire

WR5 2BX

United Kingdom

Company has 2 related addresses

Click here to email

https://www.ccl-uk.com

Get a Quote

Closed

Tel: 0800 019 9853

Fax: 0845 490 0201

0 questions

Personnel

Mr Mark Griffiths - Technology Manager

Products

Simplicity: The main Client Database with Fact-Find, Shortfall Analysis, Calculators and a system to write Suitability Letters and Reports using Microsoft Word and employing Outlook as the diary to alert you to every critical date such as expiry of fixed rate term, or maturity dates.

Necessity: Policy, Mortgage and Commission Tracking, New Business Register, Daily Event Log and Diary, Tracking of Renewal Commissions and KPI Compliant Reporting.

''Informa'' Illustrations of Term Assurance, FIB, PHI, CIC and PMI plus Mortgages and Pensions Analysis.

''PlanPack'' The Investment Planner, Target Funding, Client Time/Cost Analysis and the School Fees Planner.

Details

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Info

Registration Number:	01789172
VAT Number:	GB419 1683 42
Registered at Companies House:	6 February, 1984 (41 years and 2 months ago)
No of Employees:	11-20
Annual Turnover:	n/a
Importers:
Exporters:
Company Type:	Manufacturer Distributor

Opening Times

Monday	09:00 AM - 05:30 PM
Tuesday	09:00 AM - 05:30 PM
Wednesday	09:00 AM - 05:30 PM
Thursday	09:00 AM - 05:30 PM
Friday	09:00 AM - 05:30 PM
Saturday	Closed
Sunday	Closed

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Questions

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Additional Information

Brand & Trade Names

Advanced Investment Planner The simplest holistic life-planner on the market.
Client Review Allows clients to complete and amend their own Fact-Find at home or in the office and the resulting file is imported directly into your database
Informa Illustrations of Life & Health premiums plus Mortgage Repayments and Pensions
Necessity New Business Register, Tracking Commissions & Fees, TCF and RMAR report data
RDR Accounts Time/Cost Analysis of the work done on behalf of clients and the fees or commissions received to show cost-effectiveness
School Fees Planner Assesses the level of investment required to fund educational plans
Simplicity IFA Client Management Database