A single Suitability Letter covering all recommendations
Comprehensive customer factfind
Demands and Needs analysis for all areas of Protection and GI
Production of IDD’s
Database and Customer Relationship Management (CRM)
Affordability analysis
Home Buyer Systems recognise the need, particularly in the Post Credit Crunch world, for a sales system for Protection and GI.
The system not only incorporates the sales process but the compliance too and produces a single suitability letter to cover all recommendations. This can also be monitored by the Compliance and Management Information System (CMIS).