IFA Hub Extranet
The logos below will take you to a number of IFA support tools from Product Providers, including planning tools, training and education resources to enable you to do business smarter.
Overview
What to expect from Assureweb as an IFA technology partner
An independently managed company with strong financial backing from six leading life and pension product providers, click here to see a list of our investors. We offer quotation and application services from 35 market leading product providers.
Integrations with IFA technology partners
Assureweb specialises in providing compliant and user friendly quotation and fact find pre-populated new business apply services, leaving our expert “best of breed” technology partners, to develop CRM and point of sale systems.
These integration partnerships allow advisers to save time re-keying data and produce efficient and joined up processes.
As well as giving you the ability to quote and apply online for a wide range of Life Assurance products, Assureweb has a number of other services available to make your business process more efficient, including new business tracking.
The Assureweb New Business Tracking (NBT) service provides aggregated data from multiple providers for electronic or paper new business applications. The service provides pipeline status. i.e. application received, awaiting underwriting, on risk etc including additional information which puts the adviser in more control of the pipeline business. This helps to reduce any delays in processing the cases. The NBT service also provides application and commission data which can be uploaded into the adviser’s CRM systems to assist in the end to end sales process.
Assureweb Plus
Have Assureweb exactly the way you want it.
At Assureweb we understand that different customers have different needs which is why we have developed Assureweb Plus.
Assureweb Plus is a tailored version of the Assureweb service that gives you everything Assureweb has to offer plus a wide selection of additional features to suit your business needs including:
- Branding – allowing you to brand your version of the service with your company logo and corporate colours
- Provider Selection – you choose which providers are displayed on Assureweb
- MI – all the management information you’ll need to keep track of activity through Assureweb
- Bulk Registration – allowing you to have control of who can have access to what on Assureweb
Derek Bradley, CEO
Sarah Paul, Marketing Director
James Bradley, Head of e-Relationships