Simplify your workload with AIM Contact and Case Management Database!
- Store and organize all information needed by pension professionals in AIM's database.
- Track potential and existing clients, contacts, cases, advisors, staff members and projects.
- Track all phases of work-in-progress.
- View and print follow-up reports.
- Send standardized letters to clients.
- Eliminate repetitive tasks.
- Quickly find the information you need.
- Avoid missed deadlines.
- Easily view the status of one, all or a subset of plans.
Case/Plan Information
Maintain a detailed inventory of all your clients and cases, including plan dates, case status, plan document information, contact attachments and staff assignments.
Project Management
Track due and completion dates for separate workflow projects such as valuations and terminations. For each case, you can have multiple projects in work simultaneously. And AIM automatically schedules new projects as appropriate. For example, AIM schedules valuation projects annually or as often as specified. You can also create custom projects.
Contact Management
Maintain the names and addresses of all people associated with your cases. AIM attaches contacts to cases in various relationships, such as attorneys and trustees. You can attach each person to multiple cases, eliminating redundant data entry.
Reports
Generate an extensive selection of reports for listing cases and contacts by various criteria, detailing uncompleted items nearing deadlines and summarizing case distribution. You can also create custom reports and add them to the system.
Form Letters
Produce standardized correspondence such as follow-up letters and valuation summaries containing AIM data. You can create and edit document templates and then edit the generated documents before printing.
