Obtain multiple illustrations for pension products.
The benefits are numerous:
- It’s far quicker and easier for you and your clients.
- It puts you in control and is easier to use.
- Multiple illustrations for pension products can be performed at the touch of a button without the need to re-key client details.
- Illustrations available by e-mail, fax or post.
Watch our online tutorial to guide you through the basic screen navigation, together with some useful tips to help you get the most out of the system:
Pension Quote Tutorial
Pensions quote through Cofunds
MasterSIPP quote through Suffolk Life