As you are aware PIBA (Professional Insurance Brokers Association) have arranged with Life Offices to provide funding to “Best Advice” for the provision of comprehensive client policy data to advisor firms. This service is provided free of charge to advisor offices. In “Money Advice” we can provide a web link to this service so that client policy data is easily accessible for “Money Advice” users.

A similar free service is available to “Best Advice” users in respect of Life Protection Quotations. We have completed our project to provide the Life Protection Quotations and these are now available in “Money Advice”

We are now in the final stages of completing the software build to provide our own “Money Advice” client policy data and portfolio report for advisor offices.

We expect to complete this project in July 2011, but meanwhile this free service in available through the “Best Advice” Omni Broker web link.

 For more information call +353 65 68 49675 or mail info@brokercrm.com

We are Working With