Our latest version of The Key has undergone many additions and enhancements to ensure it’s the best system around to run your back office efficiently, securely and compliantly.
NEW free credit reports via the Client Portal
Clients can now download a free credit report direct from Noddle, one of the three main credit reference agencies. The detailed report can then be uploaded to the Portal for you to view.
NEW Royal London integration
Source life insurance quotes directly from The Key. Information is transferred seamlessly from the Fact Find to the Client record.
Redesigned Introducer Portal
Modern user-friendly design, which is now available to use on all devices.
PLUS Product Details updates, further Client Portal, Fact Find and Client Notes enhancements, ability to save a partially completed RWL and much much more. View the release notes and begin your 30-day free trial today.
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