Planning Module

The Planning and Quotation module together with our time proven data capture form, helps you sort out exactly how much cover a client should have, it quotes the resulting solution across the marketplace, and assembles the advice and quotes into a fully customisable Microsoft Word document, all in around 45 minutes.

If you are giving comprehensive written advice and multiple quotes on every case you handle, how long does it take you to complete this now?

The Planning Module is now included in the basic lease cost for Version 5.0 - so you get the Needs Analysis, Quote Engine and the Report Writer (Statement of Advice) all included in the low monthly lease.