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focus:360° life & pension distribution

focus:360° life & pension distribution

what is it?

focus:360° life & pension distribution is a straightforward point of sale solution for selling high volumes of protection, retirement and investment products. Our life & pension software solution enables you to automate the sales and administrative processes associated with delivering advice to your clients and solves issues such as how to:

  • provide a consistent, compliant quality service regardless of adviser
  • effectively up and cross sell additional financial services products
  • scale advice services and increase time spent with clients without increasing administrative overheads  
  • integrate a point of sale system with existing back office infrastructure
  • meet new training and competency standards
  • remove legacy back office systems which duplicate processes

benefits

focus:360° life & pension distribution assists IFAs, single or multi-tied distributors with implementing an end to end solution that reduces the administrative and IT burden whilst providing a high quality, consistent advice service.

With our life & pension software you will benefit from:

  • increased adviser productivity 
  • ongoing professional development for your advisers
  • pro-active client management
  • increased up and cross selling of products & services
  • reduced IT and operational costs
  • decreased adviser preparation time

functionality

focus:360° life & pension distribution provides a breadth of functionality encompassing point of sale, sales support and back office. Our life & pension software can be configured to support a call-centre operation or face to face advice and is available both online and offline.

summary

  • lead and diary management functionality
  • case and client management
  • agenda setting life event map
  • dynamic and configurable fact find
  • graphic needs analysis and sales aids
  • highly configurable suitability reporting tool
  • new business application forms and tracking
  • compliance audit trail
  • integrated training and competency module
  • commission re-conciliation module