“Money Advice” version of the software provides client and policy information, protection quotations, client and policy downloads from insurers, needs analysis, risk profiler, MoneyMate funds research, fact find reports, CPC 2012 compliance, Home Insurance placing facility, tax and net income calculator, product library, mortgage fact find and calculators including mortgage repayment calculator and Standard Financial Statement reporting.
This software alone provides advisors with all the essential tools in the sales process and is designed to do just that at very reasonable cost.
All reports from the system include broker branding.
Click here to view full list if functionality ………
The “Money Advice” product costs €65 per month plus vat per 6 users in one office.
“Money Advice+CRM” is the enterprise version of the software which includes the full CRM (tasks, logs, appointments. letters, emails, reviews, etc), comprehensive management reporting in all areas of activity, compliance management suite, pipeline recording , underwriting tracking, document management, marketing tools incorporating mail and email merges, commissions tracking, reconciliation and reporting.
This level of the software is designed to provide the full file management in an online environment. Additionally it is ideally suited to track all sales activity at an office or team level.
Click here to view full list of functionality
The “Money Advice” product costs €65 per month plus vat per user (excludes document management)
Mobile Money Advice is the first smartphone quotation service for advisors in Ireland, providing Term Protection instant quotations wherever and whenever required to generate business leads.
These smartphone quotations from all providers in the market can be accessed from any smartphone device (iPhone, Samsung, HTC etc). The service is also available on iPad and other tablet devices.
Pricing €5 plus vat per month for one user.
For €60 plus vat per month we provide protection quotations on broker websites. The quotations provide “best price” only quote and can also be adjusted to provide premium discounts as decided by individual brokers.
We can also arrange that leads generated also populate our “Money Advice” software to facilitate immediate follow up.
View at http://www.philiporeilly.com
Under our "AdvisorLink" brand we provide technology services to our customers other than our core CRM and Advice software applications.
The type of services includes;