Quotes

The various adviser portals in the marketplace offer a straightforward means of getting quotes from multiple product providers. The quotes returned can be sorted by the factors that are most important to your client.

It should be noted that these quotes are sourced directly from product provider computer systems and can be relied upon to be the same as those requested directly from providers.

Compliance Sorted

Compliance and audit trails are made easy as comparative quotes can be collected and placed on your client file, giving important evidence of the process undertaken to recommend a particular company.

Speedy Quotes

Speed up the recommendation process by downloading and printing fully compliant quotations and their associated key features.

Specialist Quotes

In addition, certain specialist product quotes (not available on the portal sites) can be obtained directly from some product provider extranets.