Broker CRM. Software for Brokers and Financial Services Advisors

By: Brokercrm  05/12/2011
Keywords: financial services, estate agents, money advice

The WorksCRM

The WorksCRM is our web based  application which currently incorporates web based MortgageCRM  and FinancialCRM. PropertyCRM  will be added to this new application in 2011. Our new software also incorporates personal lines general insurance. Through our “E-Comms” capabilities we enable our intermediary clients to automate the delivery of  financial services and mortgage business to a range of product providers. Our product provider clients include Irish Life, Haven Mortgages, AIB, Zurich General, Zurich Life, Friends First, Aviva and Allianz.

Being web based users of this application can do so over the internet without the need to purchase servers.This makes the software easily accessible for users when meeting clients ouside the office environment or otherwise working away from the office.

The new technology has enabled us to adopt a host of useful and innovative features in the new software to assist advisors in providing best advice to clients.New features include a range of financial advice calculators,needs alylasis tools, links to product provider systems, on line submission of applications and proposals, and policy data downloads from insurers.


BrokerCRM (Client Server)

BrokerCRM is the combined sever based product incorporating all three software applications namely PropertyCRM, MortgageCRM and FinancialCRM. Modules can be implemented individually as can any combination of modules. Typically in an Estate Agents office where mortgages and life assurance are sold all three modules would be installed providing a single view of the cutomer whereas in a Mortgage Broker’s office the property module would not apply.

All our software products are designed to enable intermediaries and their staff provide comprehensive management tools to reduce running costs, manage compliance requirements and increase efficiencies, sales and profitability in their businesses.


Money Advice

Money Advice is the brand which we offer quotations and other services to brokers.The quotation services are being offered not only in the BrokerCRM and The WorksCRM software applications, but they are also available on the smart phone platform.

The Money Advice smart phone quotation service is the very first of it’s kind to be launched in Ireland, and it makes term protection quotations available on all internet enabled mobile devices.

The services available on Money Advice will be expanded greatly and 2011 will see the roll out of many new product offerings.


AdvisorLink

Under our "AdvisorLink" brand we provide technology services to our customers other than our core CRM and Advice software applications.

  • Bespoke software development for Advisors and others
  • Advisor websites
  • Quotations on advisor web sites
  • On line services and data downloads from product providers.
  • Integration with other software applications.

Keywords: Brokers And Financial Services, estate agents, financial services, money advice, Quotation Service, Services Advisors

Other products and services from Brokercrm

05/12/2011

Broker CRM. Software for Brokers and Financial Services Advisors - financial services

Powerful needs analysis tools and calculators that combine with the marketing capabilities of The WorksCRM to deliver substantial new business and revenues for users. Affordability Calculator (calculates after tax income, affordability for mortgage and financial services products, repayment costs and personal budgeting reports..


05/12/2011

Broker CRM. Software for Brokers and Financial Services Advisors - mortgage services

Calculates property and associated costs including stamp duty; income tax and tax relief at source;, mortgage affordability and net disposable income calculations; repayment costs and personal budgeting calculations. Powerful needs analysis tools and calculators that combine with the marketing capabilities of The WorksCRM to deliver substantial new business and revenues for users.


05/12/2011

Broker CRM. Software for Brokers and Financial Services Advisors - general insurance

For those advisor firms wishing to provide the quality Zurich” house insurance product for their clients we can provide in “Money Advice” a full facility to place business and earn commissions. In “The WorksCRM” we provide competitive house insurance quotations from Zurich General who have worked with us and provided excellent support in the provision of these services to advisors.


05/12/2011

Broker CRM. Software for Brokers and Financial Services Advisors - property services

The property module will combine the full CRM capabilities of The WorksCRM™ with a powerful specialist property module, to give property professionals and estate agents a complete business management tool. At BrokerCRM we have built a comprehensive property system for estate agents and property managers and this system is now available in our client server install software “BrokerCRM”.