This offers the ability to produce quotes and illustrations - without
the need for telephone connection.
Many IFAs will remember ‘rate books’.
What a useful tool they were in giving clients indications of cost.
Well, think of Informa as an electronic rate book.
We have now refined the process to offer simultaneous illustrations
of Level Term, FIB, PHI, CIC and PMI for your clients' current situation
on a single screen. Clients can instantly see cost details of the
most popular protection options offering them a genuine choice on
how best to budget for the protection they require.
The client’s requirements are downloaded
directly from the Needs Analysis section of Simplicity to
avoid the need for the IFA to re-enter information. Just click on
the “Quote” button.
Also included is a survey of Residential Mortgage Lenders updated
weekly together with the unique Repayment Illustrator which demonstrates
how varying interest rate, term, growth or mortgage amount affects
the cost of the monthly repayments.
Finally, there is a unique way of viewing
a client’s pension
situation in a graphic format.
It should be noted that this program is not promoted as a replacement
for The Exchange, Assureweb or Webline but an off-line software product
that allows you to indicate areas of cost to a client before getting
the official quotation.
In truth, if the client is going to say “NO” because
the solution is not affordable, then surely it is better to find
out while you are with the client - and BEFORE you spend several
hours getting quotations.
In this way, you can find a solution that client is prepared to
afford and then get the quotes to confirm a decision that in fact
has already been made.
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