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Our Services

We offer a wide variety of financial tools to support financial brokers and/or advisors. The set of tools include features such as CRM, FNA, BNA, life insurance quotes, and investment portfolios. We provide a platform for direct communication between you and your clients, through a paperless environment. Everything from the initial quote request, quote generation to the application submission is done electronically.

Modern, user friendly CRM

Client Relationship Management tool to keep track of all your clients

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FNA

A comprehensive Financial Needs Analysis

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BNA

A comprehensive Business Needs Analysis

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Policy Summary

Policy summary in an understandable and easy read format

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Life insurance quote

Get life insurance quotes for your client with one input from Sure-quote

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My Broker App

Keep in touch with your clients with this interactive cellular phone app for your client to download.

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