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.