Broker CRM. Software for Brokers and Financial Services Advisors.

Stores client and product data.
Portfolio reports.
Workflow management; tasks, logs, letters, e-mail, diary, SMS, meeting memos, reviews,
Policy Data downloads from insurers
Proposal uploads to life offices (Aviva, Friends First, Irish Life, & Zurich)
Online mortgage applications to lenders
Document management and storage
Client reports
Mail and e-mail merge facility
SMS facility. group and individual
Advanced market segmentation, propensity modelling and marketing.
Third party contacts (Solicitors, Accountants, and Insurers etc) and web links.

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