BrokerCRM and Metis Solutions announce integration of products

BrokerCRM , Ireland 's leading Intermediary CRM software provider in the areas of property, mortgages, life assurance, pensions and investment, and Metis Solutions, who recently launched Tracer TM software for Life & Pensions and Investment professionals, today announced that their products have been integrated.

"We have been working together for some time now to integrate the two products, building a bridge between them in order to allow brokers to use both products with combined databases" said Philip O'Reilly, Managing Director of BrokerCRM at the launch of the integration.

BrokerCRM manages your client base, your workflow and your pipeline and offers Mortgage, Life Assurance, Pensions, Investment and Property sales management. Tracer TM is a powerful needs analysis tool and includes a detailed fact find. It allows Advisors make recommendations in a fully compliant and structured manner.

Anyone using BrokerCRM and Tracer TM together now will only have to enter customer data once, and all the benefits of both software products are now available so that brokers can start to maximise the use of their time, substantially improve the quality of the client experience in terms of service and advice. They can minimize the time they spend on paperwork and compliance while improving the quality of their record keeping and adherence to Regulator requirements.