Pricing Plan
Choose affordable prices
Basic
£50(ex VAT)
- Life insurance fact find
- Personal details
- Mortgage & liability details
- Dependants
- Existing policies
- Employment & income
- Expenditure
- Health & lifestyle
- Multi policy application with separate tracking
- Client level reporting
- Application level reporting
- Send SMS (0.03p ex VAT per sms credit)
- SMS reply service*
- Send email via your office 365 accounts*
- Built in call management system
- Task management for tracking pipeline
- No cases without follow up tasks
- Case by case document storage
- Document storage limit 3gb plus 1gb per user
- Document production
- Case progression & milestone tracking
- User performance report
- Introducer performance report
- Sales reports
- Commission/Clawback tracking
Standard
£70(ex VAT)
Includes All features from basic plus the following
- Quoting via Solution Builder**
- Quote email
- Bulk send SMS
- Bulk send email
- Bespoke documentation
- Bespoke automated SMS/ email plan
- Suitability document automation
- Commission statement uploader
- Audit tracking
- Document storage limit 5gb plus 2gb per user
Premium
£90(ex VAT)
All Basic and Standard Features Plus
- Unlimited call plan included *
- Soft phones included
- Extension per user
- Port your existing numbers
- Set up hunt lists
- Out of hours voicemail
- Inbound call IVR
- Extension per user
- Full telephony integration
- Make calls & end calls
- Click to dial
- Call recording with playback & download
- Hold calls
- Pause recordings
- Document storage limit 200gb plus 10gb per user
- System branding
* Third party setup required included in price
** Third party account required - cost not included