Post on 14-Jan-2015
description
PRODUCT PARTNERS
TESTIMONIALS
“The easy-to-use calculators and quotation engines of Money
Advice help us to quickly and efficiently search the market for
products that meet our client’s needs. The fact that Money Advice
is available over the web makes it even easier.
Tom Ford
Director, Flanagan Ford Financial Advisors, Sligo
(http://www.dngflanaganford.ie )
Contact one of our team to get a free consultation
and demonstration of Money Advice.
(065) 684 9675
info@brokercrm.com
www.brokercrm.com
“I recently subscribed to the Mobile Quotes system and access this on
my iPhone. I am very impressed with this access to insurance
quotations without need of a laptop. I have used the system in
meetings with clients and I have been able to confirm protection
premiums very quickly. It has reduced my need to carry my laptop with
me and also the time required for it to boot up and log on.”
Eugene Ryan
Qualified Financial Advisor
NEXT STEPS
www.moneyadvice.ie
Comprehensive Business Resource
and
Quotation Service
for Advisors
A MOBILE VERSION OF THE MONEY ADVICE IS
AVAILABLE ENSURING YOU HAVE ACCESS TO
THE QUOTATIONS EVEN ON THE MOVE
‘Money Advice is a solution built by
mortgage and financial professionals
to drive long term client
relationships’.
Money Advice is a new web and smart phone based
resource providing , quotations, information, and
needs analysis tools in the areas of Protection,
Investments, Pensions, Mortgages, and Insurance.
In building the platform we set out to empower
advisors with information and facilities to advise
clients across a broad range of products and client
needs.
Instant web based access through a
secure online system.
Best-in-class usability through intuitive
and uncluttered interface. Simple to use.
Seamless access to various providers
data, calculators and online quotations.
BrokerCRM experienced help desk and
support team available during office hours.
Office with Price (excluding VAT)
up to 6 users €50 per month
More than 6 users Negotiated attractive
terms
MONEY ADVICE—MOBILE
Mobile Money Advice is very first smartphone
quotation service for Irish advisors, providing Term
Protection quotations from all providers in the Irish
market. These smartphone quotations can be
accessed on ALL internet enabled mobile phone
devices (iPhone, Nokia, Samsung, Blackberry, HTC
etc) and also on iPads.
The initial offering will cover the areas of :
Term Assurance quotes (Level, Convertible, Mortgage)
Serious Illness quotes
Income Protection quotes
Payment Protection quotes
The smartphone quotation service is available to all
advisors at a special price of €60 per annum (incl.
VAT).
MONEY ADVICE—WEB
PRICING
View consolidated client policies data and
also print portfolio report.