PIBA agree software deal with BrokerCRM for members.

May 2011

PIBA have agreed a proposal with BrokerCRM to offer an exclusive discounted package on their CRM offering-The WorksCRM- for our membership. This software toolkit for Brokers is internet based with a trial period on offer to allow members to assess the system.

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Money Advice – EU Gender Directive March 1st

Friday, February 25th, 2011

On 1st March the Court of Justice of the European Union is expected to make a decision on whether or not insurance companies are allowed to use gender as a factor for assessing risk.
If the insurance companies need to amend their rates as a result of this ruling, these new rates will be made available [...]

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The WorksCRM and Money Advice

Friday, January 7th, 2011

Broker and technology worlds have changed since we first launched our BrokerCRM Lite web based system and in recognition of the new features which we plan to release this year, we have changed the name of “BrokerCRM Lite” to “The WorksCRM”.

As part of the first “The WorksCRM” software release, we have included the new “Money [...]

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ICT Excellence Awards 2010

Monday, May 10th, 2010

We were delighted that BrokerCRM was shortlisted for the Systems Integration Company of the Year at the ICT Excellence Awards 2010. This was in recognition of the extensive integration we have done with Irish Life, Aviva, Zurich Life and General, Allianz, Friends First, EBS, Haven Mortgages and AIB.

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