Office Hours: Stop Digging Through Client Records—Use Reports Instead
For financial advisors, efficiency isn’t just a nice-to-have—it’s essential. Yet, many advisors find themselves spending hours clicking through individual client records, insurance policies, and other modules just to gather the key information they need. This time-consuming approach can be frustrating, and in some cases, even overwhelming.
At Quivr CRM, we understand this challenge and want to help advisors work smarter, not harder. A common question we hear during our Office Hours sessions is: “Is there a better way to review insurance policies without opening each client record individually?”
The answer is a resounding yes.
Pull Key Data into a Single Report
Imagine having all your clients’ disability insurance data—exactly the fields you care about—organized in one place. Instead of clicking into each household, opening the insurance module, and reviewing individual policies, you can create a custom report that pulls everything you need in just a few clicks.
Here’s how Quivr CRM helps:
Select the exact fields you need to review, so you’re not distracted by irrelevant information.
Group policies by household, making it easy to see multiple clients at once.
Save your report for repeated use, so future reviews are even faster.
Link Reports to Workflows
Efficiency doesn’t stop at creating the report. With Quivr, you can link reports directly to your Archr workflows. For example, if you want to review all disability policies for your clients on a set date each year, you can create a firm-wide task that includes a link to your report in the task steps.
This approach ensures you have everything you need at your fingertips—no hunting, no frustration, no wasted time.
Go Beyond the Basics with Joined Reports
Sometimes, reviewing insurance data alone isn’t enough. Quivr allows you to combine data across modules, such as linking income information to disability benefits. This enables you to quickly see if coverage amounts are in line with client income, making reviews more insightful and actionable.
The goal is simple: reduce repetitive clicking, save hours, and make your workflow more efficient.
The Takeaway
If reviewing client records feels like a chore, that’s a signal that there’s a better way. Reports in Quivr CRM are designed to streamline your work, give you the visibility you need, and free up your time for higher-value activities. Our Office Hours sessions exist to show you these solutions, so you can focus on running your practice at peak efficiency.
💡 Pro Tip: If you ever feel stuck or overwhelmed, submit a ticket or ask during Office Hours. Even if you’re unsure of the solution, our team can point you in the right direction—often saving hours of work in just a few minutes.
Ready to see how Quivr CRM can simplify your workflow? Schedule a demo today and discover the smarter way to manage your practice.
