Patriot Manager™ provides access to consolidated customer information that can be used for marketing purposes.

Marketing & Customer House-holding Queries 

To effectively monitor for AML, Fraud, and Watch List screening,  the required data fields are key to effectively knowing your customer, their products, their relationships, and their activity.

Patriot Manager provides a consolidated, across the enterprise linking all entities together based on name, address, SSN’s, and TIN’s.

  • Perform Customer queries based on location
  • Perform Customer queries based on products / role
  • Perform queries based on age of policy / account
  • Perform query to consolidate all policies / accounts together
  • Perform queries on agent persistency
  • Perform queries on siblings coming of age for new products
  • Find out more about the features included in Patriot Manager, contact Aquilan today.