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You will be able to free up quality time, enabling you to focus on generating new business, as well as servicing existing clients. You will also be benefitting from not having to employ a permanent member of staff. We can tailor the services you require to suit your business.
As we are not regulated by the FCA, we are unable to offer any form of advice to your clients
We are more than happy to update your clients on your behalf, although you are welcome to receive case updates and speak to them directly if you wish.
Yes, we are experienced with a number of providers. We can assist you with the insurance processing and also ensure the policy in on risk when required.
Not at all, we are more than happy to go through the vetting process with your Network.
No, one of the benefits of our service is that there is no tie in. Use us, as and when you need us.
You will be assigned a dedicated, experienced Case Manager who will manage all of your cases, we split protection and mortgages so whereby you offer both you will be allocated two.
Unfortunately, we only offer this service to OptiBroker users at this time.
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