x
 
click to place your logo here
INDUSTRY NEWS
Ignite 2022 with Zurich - Videocast
Wednesday 26 January at 11am - find out more
Royal London flexible offers on Term & MP extended to 31 March
Includes six months cashback option on Term Assurance and one month's free cover
Convert more Income Protection Business in 2022
Aviva CPD Webinar Week 24 - 28 January
Royal London's claims philosophy in action
The payment of claims is a key moment of truth and, at Royal London, we pride ourselves on our Personal, Accessible and Local claims service
New 15% discount offer on Income Protection from Royal London!
This improved price-discount offer of 15% on IP from Royal London applies to price-matched premiums across competitors.
It's a win, win, win for Royal London!
1st place for Protection Provider Excellence, Service Excellence and Excellence in Broker Support in the 2021 Brokers Ireland Excellence Awards. Find out more...
Championing the Customer Experience
Financial Broker Virtual Week from Brokers Ireland (starts February 14th)
BCP launch Target Coupon Bond 2
Potential for early maturity, 5.0% coupon p.a. and maximum return of 50.0% gross
New from Zurich Life: Income Protection
Zurich's Income Protection gives you money when you're too ill to work!
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
The BIS Platform - In Support of Your Independence
Great to feature in July's Irish Broker Magazine with a very relevant article by our CEO, Frank Murray. Click here to read the article.
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
 
 
   
 
   
 
   
 
   
 
 
Sep Oct Nov Dec Jan