Page 18 - The Pulse Issue 6 Online

LAUNCHING SOON

Keep an Eye Out For More Information on the Latest New
Lenders, Promotions & Services

New Lenders • a HotBox which acts like a ‘to-do’ list. Client events,
such as reviews or policy renewals, are automatically
added to your “HotBox” so you can clearly see what
actions you need to take in the near future.
We’re delighted to inform you that we’re currently
completing all necessary due diligence with the Bank of • Client search and segmentation enables you to
Ireland. locate clients quickly or identify specific markets.
• a campaign manager, to allow you to set multiple
criteria as a data query to identify specific groups of
Keep an eye out over the next few months for more
information about how you can access their competitively clients.
priced product ranges via Ingard. • a referral tool to send and receive client referrals to
increase your collaboration with other advisers whilst
staying in control of the sales process, and increasing
360 Lifecycle earnings in the process. For example, if you currently
refer your Protection business to Ingard to write then
you will be able to do this at the touch of a button.
Ingard are delighted to partner with tech giants, 360,
to offer you greater control of your business, data and Plus much more!
processes. The provider’s client management system,
360 Lifecycle, will be available to Ingard Members as an 27Tec
alternative to The Key in the coming months.

Ingard will be releasing a roll-out schedule and training Ingard are teaming with 27Tec to provide Ingard Members
workshops to support Members who would like to transition with a greater range of sourcing solutions.
over to the new system - so keep an eye on your emails.
The provider’s system combines sourcing for mortgages,
The system features a wide range of tools to support your second charges and bridges all in one place. Offering side-
business, including: - by-side remortgage and second charge comparisons, in
addition to KFI and document production, plus a whole
• a Diary tool to record all appointments against the host of other benefits.
appropriate client entry within 360 Lifecycle. It can
easily be integrated with Outlook and smartphones. The training schedule for 27Tec’s sourcing system will also
be released by Ingard in the coming months.

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