| |
Lite |
Pro |
Power |
| Pricing |
£10 per month |
£25 per month |
£45 per month |
| Setup & Training |
From £80 |
From £80 |
From £80 |
| Maximum Number of Records |
1,000 |
5,000 |
Unlimited |
| Inclusive Text Messages |
10 per month |
20 per month |
50 per month |
| Additional Text Messages |
From 5p |
From 5p |
From 5p |
| Additional Users |
N/A |
£20 per user |
£35 per user |
| Integrated Webline Account |
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| Insurance Quoting |
Start Free Trial |
Start Free Trial |
Start Free Trial |
| Private Medical Quoting - Corporate |
10 quotes per month |
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| Private Medical Quoting - Personal |
10 quotes per month |
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| Protection Quotes |
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| Insurance Buy Through |
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| Multi Product Quoting |
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| Multi Quoting |
- |
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| Multi Quote Comparison Reports |
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10 reports per month |
Unlimited |
| Illustrations |
- |
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| Comparison Reports |
- |
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| Business Protection Quoting |
- |
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| Business Protection Multi Quoting |
- |
- |
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| Mobile Quoting |
- |
- |
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| Client Functionality - Personal |
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Start Free Trial |
Start Free Trial |
| Facebook Integration |
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| Twitter Integration |
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| LinkedIn Integration |
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| Family Sidebar |
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| Show Property on Map |
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| Tablet & Mobile Site |
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| Database Import |
- |
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| Client Facing Site to view Documents |
- |
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| Client Tagging |
- |
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| Get Directions (mobile site) |
- |
- |
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| Postcode Search |
- |
- |
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| Client Functionality - Company |
Start Free Trial |
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| All of the above for individual with the company plus: |
- |
- |
- |
| Duedil Integration |
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| Import Employee Lists |
- |
- |
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| Client Management |
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Start Free Trial |
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| File & Document Storage |
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| Text/SMS Messaging |
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| Client Tagging |
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| Opportunities Tab & Sales Tracking |
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| Sales Pipeline |
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| Live Policies Tab |
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| Automated Email/SMS Renewal Messaging |
- |
- |
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| Opportunities Tagging |
- |
- |
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| Data Gathering |
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| Medical History |
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| Income & Expenditure |
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| Full Fact Find |
- |
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| Medical History - BMI Rating Engine |
- |
- |
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| Life Insurance Calculator |
- |
- |
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| Compliance Suite - see below |
- |
- |
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| Compliance Solution |
Start Free Trial |
Start Free Trial |
Start Free Trial |
| All Dcouments Stored Under Each Client |
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| Needs & Demands Wizard |
- |
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| Full Audit Trail - In & Out |
- |
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| Compliance Quick Click |
- |
- |
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| Fact Finding |
- |
- |
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| Documents of Recommendation |
- |
- |
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| Organisation |
Start Free Trial |
Start Free Trial |
Start Free Trial |
| Full Calendar Function |
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| Quick Transfer of Tasks |
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| Task Sidebar |
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| Upcoming Event on Dashboard |
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| Daily Email Notifications of Tasks |
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| Tasks Assignment |
- |
- |
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| Tasks by Tags |
- |
- |
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| Tasks by Team Member |
- |
- |
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| Management View |
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Start Free Trial |
Start Free Trial |
| Pipeline Overall |
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| Set Permissons for Staff |
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| Tasks Overall |
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| Sales Reports |
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| Conversion Stats |
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| Pipeline by Team Member |
- |
- |
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| Tasks by Team Member |
- |
- |
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| Customisation & Security |
Start Free Trial |
Start Free Trial |
Start Free Trial |
| SSL Encryption |
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| Full Backups Taken Hourly & Stored Securely Offsite |
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| 7 Different Colour Schemes / Themes |
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| Customisable Tabs |
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| Corporate Images on Comparsion Reports |
- |
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| Corporate Branding on Main Screen |
- |
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| Own Domain Name & White Labeled CRM |
- |
- |
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| Bespoke Solutions |
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Start Free Trial |
Start Free Trial |
| Entire Database Transfer |
- |
- |
Please Call |
| Backoffice & Commission Handling |
- |
- |
Please Call |
| Backoffice Linking from your Website |
- |
- |
Please Call |
| Website Building |
- |
- |
Please Call |
| Functionality Software Solutions |
- |
- |
Please Call |
| Integration with Lead Providers |
- |
- |
Please Call |
| Fully Tailored Software Suite |
- |
- |
Please Call |
| |
Start Free Trial |
Start Free Trial |
Start Free Trial |
Is there a contract to sign?
No, there are no contracts to sign. You are charged monthly.
Do you offer a free trial
Yes, we offer a free 30 day trial. After 30 days, if you wish to continue using our system, simply enter your payment details.
Can I cancel anytime?
Yes, as there isn't any contracts, you are free to cancel at anytime you wish.
