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BROKER ADMIN TOOLS (BAT) My Business >>  Track records of all your active policies and related turnovers Task Manager >>  Manage tasks for your company and employees while tracking time spent on each Quoting Integrations >>  Get your live quotes through our integrations with Defaqto, iPipeline and Twenty7Tecc Client Management >>  Organise all your clients into one only system & create your own customised fact finds and much more T&C >>  Improve your knowledge through the training and competence section. Document exams and get your CPD registered Document Library >>  Get your documents done faster by using our document library templates and our suitability report automatic generator TRIAL          FEATURES          PRICING COMPLIANCE SUPPORT Starter Plan >>  BAT software, practice management system, business log, turnover log, financial exams, task system, GDPR tool (+£10.00 pm) Plus Plan >>  Full compliance support, BAT software, quotes online, document library, compliance support, suitability reports, no file checks, no onsite audits Enterprise Plan >>  Plus Plan and 20% file checks, onsite audits, FCA returns, FCA authorisation GET YOUR QUOTE        PLANS       ALL SERVICES

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