Generate leads anywhere, anytime.

The power of a mobile quotation service means that you can generate leads at any time. Advisors can provide instant quotations whenever the opportunity presents.

The mobile offering provides the following quotations:

• Term Assurance quotations (Level, Convertible and Mortgage)
• Serious illness quotations
• Income Protection quotations
• Payment Protection quotation

“Mobile Money Advice” quotations from the following providers are included:

• Allianz (Payment Protection only)
• Aviva
• Caledonian Life
• Canada Life
• Friends First
• Irish Life
• New Ireland
• Zurich Life

The “Mobile Money  Advisor” service is kindly supported by “Friends First”

Our “Money Advice” quotations software and needs analysis tools  are now embedded in our CRM software systems. Quotation engines in “BrokerCRM” and “The WorksCRM”  are pre-populated with client particulars and cover requirements, thus enabling us to provide maximum value to our CRM customers

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

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