Ensuring Technical Readiness For Copilot in Microsoft 365
The WorksCRM (Ireland)
1. A Complete Money Advice Software kit for Mortgage and Financial Advisors. ‘ Building relationships that work for you and your clients.’
2. In a nutshell.. ‘ The WorksCRM compiles and calculates the necessary data and information to enable advisors provide “best advice” to their clients in respect of property, mortgage and financial services transactions.’ ‘ The WorksCRM enables you to deliver consistently for your customer, and enables your business to build professional relationships, compliantly.’
16. Friends First PHI Quotations ‘ Generate PHI quotations and upload Proposals’.
17. Household Insurance from Zurich ’ BrokerCRM Lite users can earn commissions through the exclusive on-line access to household insurance product pricing and policy issue with Zurich’.
18. Payment Protection from Allianz ‘ BrokerCRM Lite users can also earn commissions by selling Payment Protection Insurance using the Allianz quotation and proposal facility’.