As an enhancement to our ever-increasing range of interactive financial components and tools, Screen Business has developed a new online annuities comparative quotation facility. This offers both IFAs and clients the ability to obtain a comparative quotation from a panel of annuity providers by answering a number of simple questions. This self-service facility needs no involvement from the IFA, thereby reducing internal administration time, allowing more resource to be allocated to other revenue-generating activities. Those web users that wish to follow up on the quotation will be able to download the necessary forms directly.
Unlike other annuity quote providers, our solution is genuinely embedded within your own pages, giving you full control over wording, order of questrions, layout, etc. Therefore is not simply a link to a third party web site or even a framed link. Using annuity data from a number of providers, the best deals are displayed by integrating within your own site’s design template, meaning better brand continuity and consistency.
The system can also be used as an internal business tool, generating quotes on behalf of clients at point of sale. Advantages of this over offline quotes are the speed of quoting and re-quoting. Also, you will no longer need to view and compare out-of-date price tables, as the providers automatically update the data on the Internet.
Added features include the ability to record users’ personal details. You can use this information for future marketing campaigns and other communications, promoting more great value services to your customer base through user profiling.
Contact Us to find out how can integrate our bespoke system for you.
Online Applications
