Technology
|
|
The technology we use is the keynote factor, enabling both you and us to keep overheads low and creating more time to be spent where we are most effective. In addition to providing a range of back office, research and sourcing software, we encourage the development of a more efficient business process from factfind to research, illustration, business submission and suitability report.
By providing services within a co-ordinated package, we can simplify and accelerate the sales process, allowing you more time to effectively manage your business.
|
Back Office Systems
threesixty promotes a number of back office systems from web based platforms to traditional desktop packages. We believe that, for most firms, the successful implementation of these types of system will create efficiencies within their business and provide high quality management information.
threesixty currently has relationships with Intelliflo, 1st Software and Quay Software. Further details and demonstrations are available on request.
Quotations
We offer a free quotation platform with training to clients, with an unlimited number of licences. This service is accessed via our extranet, is fully online so requires no software installation and is immediately available from any PC with internet access. This service is provided in conjunction with Assureweb.
Exweb, from the Exchange is also available, at a discount. Both systems provide access to our enhanced commission rates.
Product Research
threesixty can provide discounted terms for the following major Product Research Tool providers:
- AEQUOS online and AEQUOS Engage from defaqto
- Contract Selector from Old Broad Street Research
- Product Manager from Synaptic
- Pensions Profiler from O&M
Mortgage Sourcing
threesixty provides access both Whole of Market and to its mortgage club through the two major sourcing systems; Trigold and MBL. Discount are available for both.