Money Advice +CRM provides a full suite of quotation and analysis tools, enabling advisors to search and compare providers, premiums & underwriting requirements while issuing product comparison reports, quotations & Reasons Why Letters.
Advisors have the ability to fully compare and source policies & products against other providers offerings
Copies of research & comparisons are easily saved and stored against the client file
Results are returned typically within 1-2 seconds
The comparison information is fully integrated with Money Advice +CRM pre-populating data for you
The user can submit applications direct to Irish Life via its B-Line application software
There is a full suite of brochures and application documents available (Product Library)
The software provides research reports and reason why letters from the quotation screen