Customer Search
(type part of name and hit enter, or click here to close)
x
click to place your logo here
Customers
Search
Add New Customer
Sales
Business Intelligence
Sales Pipeline
Sales Opportunities
Mail Merge (Letters)
E-Mail Merge (Emails)
Newsletter
Customer Categories
Aviva Income Protection Campaign
Tools
User Preferences
Data Utilities
Data Imports
Commission
Sales & Marketing
Client Portal
Downloads/Set Up
Business Contacts
Tasks / Events
Tasks / Events Home
Policy Alterations
Compliance Events
Add Task
Funds
Partners
Voyant
Smart Card
Reports
Logged in as
Home
Features
User Preferences
Research Report Store
Statement of suitability setup
Document store
Archives
Request User
Platform Setup
Specialist Products
EII
Alternative
Investment
Unit Linked Bonds
With Profit Bonds
Structured Products
Deposit Products
Regular Savings
Risk Attitude Questionnaires
Pension
Regular Premium
Single Premium
ARF / AMRF
Pension Calculator
Annuity Statement of Suitability
Annuity Rates - Irish Life
Annuity Rates - Zurich
Annuity Rates - New Ireland
Annuity Rates - Aviva
Protection
Term Quotes
Pension Term Quotes
Guaranteed WOL Quotes
Income Protection Quotes
Detailed Product Comparison
New Ireland LifeChoice
Zurich Term Quotes
Business Assurance
Royal London Multi-Claim Protection
Mortgage
Mortgage Rates
Pending Rate Changes
Refinancing Calcs
Repayment Calculator
Repayment Holiday Calculator
Overpayment Calculator
Underpayment Calculator
Mortgage Trading Exchange
Help
User Manual
About BIS
Contact Us
Subscriber Agreement
Privacy Notice
GDPR Info
Downloads
INDUSTRY NEWS
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 :
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
Jan
Feb
Mar
Apr
May