September 2007 – Irish Life and BrokerCRM Complete Project

Irish Life and BrokerCRM have completed a project which allows brokers download all policy information from Irish Life into BrokerCRM. This facility allows brokers to have, at all times, up to date policy information for Irish Life policies on the BrokerCRM system.

Additionally we have linked BrokerCRM to the Irish Life B-Line system, thus allowing brokers to submit life proposals from BrokerCRM to Irish Life without the need for double entry of client information in BrokerCRM and BLine.