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Good Morning,

As a Toolbox user, you will no doubt be aware of the quote systems we already integrate with. For the benefit of those not using Toolbox currently, here is an overview of the reasons why Toolbox can help you run a more efficient and compliant business effortlessly just by using integration.
Benefits of using integrated software:

Audit Trail
Compliance File creation
Time Saving
Automated process including policy creation for commission tracking
Pre populated and template Demands and Needs letters
Simplified sales process
Keep all of your clients files in one place with easy access
Easy and Quick re-quote functions once initial fact-find completed
Supervision – access your advisers files remotely for reviewing

So which quote systems can you currently benefit from via your Toolbox Log In:

Buildings and Contents
Accident Sickness & Unemployment
Private Medical Insurance
Webline (protection)
Assureweb (Protection and IFA)
The Exchange (Protection and IFA)
Trigold
Aequos

The Integration Process:

Create your client (or select an existing Client)
Create the appropriate sales workflow
Confirm your IDD has been issued
For PMI, ASU & B&C, go directly to “Get Quote” and follow the question set to create your comparison. With ASU & B&C you will complete your application within Toolbox. For PMI you will process the application on the provider website.
For IFA, Mortgage and Protection, complete the Fact find then proceed to “Get Quote” and select which system you want to quote through. You can then process your business online with the provider via the sourcing system.

If you would like more information about any of the above sourcing systems and their integration with Toolbox, please contact me on 0121 767 1020.

If you would like to get access to toolbox or would like further infomation, please email: sally.johnson@personaltouchfs.com or call 0121 767 1020

Future Developments – Look out for an upgrade of the Letter Generation system coming soon!

Regards
Sally Johnson
Sales Support