Instant life insurance quotes with summary

• • Prepare life insurance quotes, with a summary view, instantly from your Sure-Quote broker tool.
• • No need to wait for broker consultants from different companies to prepare quotes
• • No need to do separate quotes on each companies quote program.
• • One online request for life insurance quotes from companies that you have a contract with.
• • Quotes from all companies will be available in PDF format and will automatically be saved in client folder in CRM for convenience and compliance purposes.
• • Get a professional summary of premiums per company per benefit to present to client.
• • Decide on a quote to present to the client and print a completed application form for client, or
• • Go paperless and have the client sign the completed application on a mobile device.
• • Get completed compliance form to be signed and saved in client folder.

NB: It is important to complete CRM information requested in full to have the form/s printed with all info

Financial needs analysis is crucial part of your business

• • Professional advice is possible through our easy and simple FNA tool
• • Cost and time effective tool
• • Provide client with branded understandable needs analysis report
• • Instantly change client’s financial goals to meet affordability
• • Client can complete FNA questions on My broker app in own time

Manage your business

• • Client relationship management tool to keep track of all your clients
• • Online access to client information from any device
• • Secure and efficient client data management
• • Calendar management (integrated with Outlook/Google calendar/IOS calendar)
• • Activity tracking
• • Unlimited document storage
• • Invoicing

Keep in touch with your client

• • Marketing campaign via My broker app
• • Client access through My broker app
• • See client request/query instantly via app (No need to read through 100’s of emails to get to clients messages)