x
 
click to place your logo here
INDUSTRY NEWS
Aviva CPD webinar (Tues, 03 March @ 10am)
Learn more about My Future! Aviva's new lifestyle investment strategy
CP 116 - Commission Summary - The BIS Platform
Click here for details of BIS' proposed solution to the requirement arising from CP 116
Aviva Protection Claims Statistics now available!
Aviva paid €100 million in Protection Claims in 2019
A spectacular year for Standard Life funds!
26 funds returned gains in excess of 10% in 2019
Royal London 2020 Broker Offer
Extra commission, a Price discount or both
Irish Life issue "Financial Factsheet 2020"
Covering taxation, retirement planning & more
New Ireland's Best Ever Protection Promotion
New Ireland has extended their protection promotion to 30th June 2020
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.
New Ireland's Transformation Journey
Ray McKenna discusses how New Ireland seek to enable you to deliver advice and grow your business.
Irish Life launch major new retirement planning ad campaign
Encouraging customers to speak to Financial Brokers about retirement planning
Politically Exposed Persons (PEPs)? BIS has the Solution
Click here to find out more
System Dashboard
Quick Search
Customer Name :
Policy Number :
Mobile / Email :
Workflow
Tasks  
Compliance  
Pipeline  
Maturities  
Investment Research
Pensions
Funds
Risk Tolerance
Client Meeting
Fact Find
Proposal Forms
Attitude to Risk
TOB
Protection Quotes
Term Assurance
Income Protection
Pensions Term
New Business
 
 
   
 
   
 
   
 
   
 
 
Oct Nov Dec Jan Feb