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Working with third party providers such as Avelo Exchange, we can install a branded Term Assurance comparison quotation application for you. This facility provides comparative quotes from many providers, including L&G, Scottish Provident, Permanent, Zurich and Friends Provident, and more. Visitors complete a simple on-line questionnaire; compare rates and download the relevant key features document and application form. A back end system allows you to control comission waiver levels and other criteria. |
Web-based client servicing tools and interactive applications can increase both revenue and client retention. Some of our most popular tools are: |