Sneak peek
{ Budget Planner
A new interactive Budget Planner, which has been simplified into Essential and Non-Essential categories. It will visually demonstrate the effect of losing one or both incomes. This will help maintain a positive client relationship and increase your additional sales like Income Protection and Family Income Benefit.
} { Fact Find Protection
At the end of the Protection section your client will have a personalised visual showing your recommendations and the risks of not taking that particular cover. This is a very powerful tool to be used in front of your client.
Webline Quoting:
Webline will automatically produce a menu based quote from each provider based on the items in your baskets so that you can compare the costs of a menu product with individual policies.
New for 2014
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40