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Price Table

Pricing Plan

Choose affordable prices

Basic

£50

/Per User Per Month
  • Life Insurance Fact Find
  • Personal Details
  • Mortgage and liability details
  • Dependants
  • Existing Policies
  • Employment and Income
  • Expenditure
  • Health and Lifestyle
  • Multi Policy Application with separate tracking
  • Client level Reporting
  • Application Level reporting
  • Send SMS
  • SMS Reply Service
  • Send Email via your office 365 accounts
  • Built in Call Management System
  • Task management for tracking pipeline
  • No cases without follow up tasks
  • Case by case document storrage
  • Storage Limit
  • Document Production
  • Case Progression and milestone tracking
  • User Perfromance report
  • Lead Source Performance report
  • Sales reports
  • Commission/Clawback Tracking
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Standard

£70

/Per User Per Month

Includes All features from basic plus the following

  • Quoting Via Solution Builder*
  • Quote Email
  • Bulk Send SMS
  • Bulk Send Email
  • Bespoke Documentation
  • Bespoke Automated SMS/ Email Plan
  • Suitability Document Automation
  • Commission statement uploader
  • Audit Tracking
  • Change Requests
  • System Branding
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Premium

£90

/Per User Per Month

All Basic and Standard Features Plus

  • Unlimited Call Plan Included *
  • Phone Handset/Soft Phones Included
  • Extension per user
  • Port Your existing Numbers
  • Set Up Hunt Lists
  • Out of hours voicemail
  • Inbound Call IVR
  • Extension per user
  • Full Telephony Integration
  • Make Calls & End Calls
  • Click To Dial
  • Call Recording Playback
  • Inbound Call Tracking and Application Pop up
  • Hold Calls
  • Pause Recordings
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