Do you have access to a fully compliant PMI quoting system?
Our quoting system assists with selling PMI quickly, efficiently and compliantly.
Benefits:
- Fully compliant fact find, automatically generated;
- Fully compliant suitability letter, automatically generated;
- Save key reasons why to use later;
- Store and save your clients details – saves the documents generated under this client information hub;
- Option to generate a quick quote or a full quote;
- All the documents needed for a fully compliant sales process generated;
- Add on discounts from providers.
Send to a friend
