Adviserwise - your guide to eServices
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Increase profits and service your clients faster and better
 

Save time

Why hand wash all your clothes when you have a washing machine?

Get quotes online

  • Get comparative quotes across a huge range of providers and products.  And now most portal services allow you to do a client-specific quotation.
  • By entering data for quotes, you can re-use that data to pre-fill other business processes such as application forms.  As a result there is no need to re-key all the client information - which you can use again and again.
View the Quotes Matrix (by Provider & Portal/Back-Office System)

  

View the Quotes Matrix (by Portal/Back-Office System & Product type)

Get your client's policies valuations straight through to your system

  • Online valuation services, through back office systems and provider extranets, can give you a real added advantage.
  • You can avoid waiting around for paper-based valuations which can require lots of unnecessary administration and time-consuming chasing.
View the Valuations Matrix (by Provider & Portal/Back-Office System)

  

View the Valuations Matrix (by Portal/Back-Office System & Product type)