click to place your logo here
Irish Life launch new and exciting range of investment funds
Investment options to meet all of your clients life stage investment needs, no matter where they sit on the risk scale
Zurich Life Tech Talk
Co-Habiting Couples and Taxation in Ireland
Important enhancements to Aviva Multi-Asset range
New Aviva ESG Fund Range. Launching June 2022.
Register for Aviva's CPD webinar
Update on Irish Commercial Property: May 11 at 10:00 am
Moody's upgrades Ireland sovereign credit rating to A1
The new rating is the highest provided to Ireland by Moody's since 2010
Forthcoming Summer CPD Webinars from Brokers Ireland
CPD Bootcamp takes place virtually: Wednesday 14th until Thursday 23rd June
IMF: Irish economy to grow, inflation to fall next year
New Ireland's Protection Promotions Extended
New Ireland are delighted to announce that they have extended their Protection Discount Promotions through to 28 October 2022
Royal London Ireland underwriting update
Improved underwriting approach in relation to Covid-19
Royal London Ireland welcomes Ireland's Women in Finance Charter and joins as signatory
The Charter drives the right action and aligns with Royal London Ireland's values
Irish Life Claims Update
In 2021, Irish Life paid €281.2m for 6,847 plans. That's, on average, over €5m each week...read more
Zurich Life - Monthly Investment Reports and Podcast - April 2022
Royal London Protection Offers Extended to 30 June 2022
Flexible broker offer on MP & Term extended, includes one month's free cover & six month's customer cashback offer on Term. 15% special offer discount on IP also extended to 30 June. Click for more details.
Irish Brokers - Supporting the People of Ukraine
Brokers Ireland have organised this fundraiser to benefit Irish Red Cross - click here to donate
Standard Life - New range of Global Index Funds
The five Standard Life Global Index Funds offer different fixed combinations of global equities and global bonds. The underlying index funds are managed by Vanguard, one of the worlds' largest fund managers. Click here for more information
Have you come across a duplicate client record?
You can merge these customers in just a few clicks. Click here to learn how.
The BIS Platform - Latest Newsletter
Click here to view our latest broker newsletter with details of lots of updates to the system
The Importance of Communication
Click here to view our latest ezine
The BIS Platform - CP 116 Solution - Available Now
Click for further details
CP 116 - Commission Summary - The BIS Platform
Click here for details of BIS' proposed solution to the requirement arising from CP 116
New Ireland partner with BIS to launch Broker Connectivity
Broker Connectivity is a digital solution that will allow users of the BIS Platform to pre-populate New Ireland online application forms, for new and existing business, using your client data already held on the BIS Platform.
Irish Life launch major new retirement planning ad campaign
Encouraging customers to speak to Financial Brokers about retirement planning
System Dashboard
Quick Search
Customer Name :
Policy Number :
Mobile / Email :
Investment Research
Risk Tolerance
Client Meeting
Fact Find
Proposal Forms
Attitude to Risk
Protection Quotes
Term Assurance
Income Protection
Pensions Term
New Business
Jan Feb Mar Apr May