IFAs and clients can obtain a comparative quotation from a panel of annuity providers by answering a few simple questions.
Unlike other annuity quote providers, our solution is genuinely embedded within your own pages, giving you full control over wording, order of questions and layout and ensuring brand consistency.
The system can also be used as an internal business tool, generating quotes on behalf of clients at point of sale.
- Fast quoting and re-quoting
- Automatic online price updates
- Full medical questionnaires for enhanced and impaired lives
You can also record users’ personal details for future marketing campaigns and other communications, promoting more great value services to your customer base through user profiling.
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