Developed by 360 Dot Net, the online fact find is fully mobile with no re-keying needed to produce pre-approved letters and insurance quotes. The client relationship management tool has integrated mortgage and protection sourcing from Twenty7Tec and iPipeline, opportunity management, case management and built-in marketing tools.
Nikki Haworth, sales and marketing director at Ingard said: “When we started the process of choosing a new case management system with integrated sourcing, 360 Dot Net’s system stood out as a clear winner. The multi-channel online fact find will be a valuable addition to our adviser’s toolbox. Not only will the intuitive system save time for the adviser, the system’s client portal will also allow a smoother, faster and more transparent flow of communication between the adviser and customer.
We have been extremely impressed so far with 360’s support and wide range of training materials. Over the next few months we will be rolling out system training across our nationwide network of advisers and look forward to working in close partnership with 360.”
Carlos Thibaut, CEO of 360, said: “Ingard raised a high bar in their selection of a technology provider and I’m delighted to say that they selected 360. Both front and back office technology is fast becoming a differentiator for major businesses in the financial services sector. The capabilities in our practice management system, Fact Find and Client Portal, delivers time saving and opportunity generating functionality in a secure environment that firmly places Ingard advisers ahead of the competition.”