BrokerCRM is delighted to announce the launch of our new advisor resource web site “Money Advice” in May 2011.

In building this web service platform we set out to empower advisors with quotations, needs analysis,  information and facilities to advise clients across a broad range of products and client needs in the following areas of advisor business;

• Protection Needs Analysis and Quotations.
• Investment Advice
• Pensions
• Mortgages
• Client Policy Data
• Household, Payment Protection and Health Insurance.

Quotations and requirements reports are printed on graphically designed forms with the advisors branding prominent.

The “Money Advice” web service is supported by “Mobile Money Advice” which provides advisors with protection quotations on all “Smart Phones” (iPhone, Samsung, HTC etc)

 

“Money Advice” – Web

Instant web based access through a secure on line system.

Best in class usability through intuitive and uncluttered interface, simple to use.

Seamless access to various providers’ data, calculators, and online quotations.

View consolidated client policy data and print portfolio report.

 Pricing ; €50 plus vat per month for up to 6 users.

 

"Mobile Money Advice"-

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.

We are grateful to Friends First for their support with "Mobile Money Advice"

Pricing ; €5 plus vat per month for one user.

 

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

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