PreAssessMe
Why should I use PreAssessMe ? Insurance Applications = Uncertainty. Pre-existing medical conditions often de-rail an application when a client fails to provide us with relevant information. To combat wasting […]
General
The Sail Agency
At The Sail Agency, we believe that there are two key elements to building a great advice business: 1) having a consistent, relevant, and value-laden marketing strategy and, 2) implementing
Omnium Technologies
Simplifying the selling of Life Insurance Omnium has been providing life insurance sales software solutions to the fintech market since 2002. In that time financial advisers, insurers and technology platforms
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iExtend
The problem: For different personal reasons, policyholders, who have been paying life cover over many years, may find that they need to cancel their cover when it is needed the
AFRM Claims Advocacy
If Your Client is Unable to work because of Injury or Illness Or has a lost a loved one, setting up a correctly from the outset can make a world
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Jotform
Streamline Data Collection, Enhance Client Engagement, and Optimise Efficiency with Jotform’s Customisable Forms Jotform is an intuitive, user-friendly online form builder designed to simplify and streamline data collection for various
Tango
Create how-to guides or SOPs with perfectly cropped screenshots, in seconds. Tango makes it easier to get work done by automatically capturing any process and turning it into a step-by-step