The protection section provides powerful needs analysis tools and quotation services built by BrokerCRM. The levels of cover required for all of the products below can be calculated with a detailed client report provided for both the need identified and the actual linked quotation(s).

Protection Quotations Provided; 

• Term,
•  Pension Term,
• Mortgage Protection,
• Income Protection, Unit Linked,
•  Whole of Life,
• Section 72 (Inheritance Tax),
• Specified Serious Illness ,
• Income protection.

Screenshots (click to enlarge)

Providers

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

• Aviva
• Caledonian Life
• Canada Life
• Friends First
• Irish Life
• New Ireland
• Zurich Life

We are grateful to the product providers above for their support in this project.

Additionally the Protection Section includes product library, business assurance templates, and list of the serious illnesses covered by different companies.

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

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