Brokers Using The Key Report GI Sales Doubling
Mortgage Brain, the most widely used and preferred mortgage technology solutions provider, has introduced a range of enhancements to the Key, its market leading point-of-sale, compliance and CRM system, for GI and protection sales.
A new Insurance and Protection fact find, and seamless integration with a number of leading GI and protection quotation systems, have been developed to specifically enhance the sale of protection and general insurance products.
The new functionalities have already proved effective for Pink, which has been using the system to support its new insurance and protection sales process, and recently reported that it had doubled sales of its Life Assurance and Protection products.
The new system offers seamless integration with The Exchange, Glology, Lifequote, Webline, Paymentshield, Source Online, CETA and Halifax GI, and can now be used to provide a fast, efficient and compliant, start-to-finish insurance sales process.
Built with flexibility in mind, the system’s specific general insurance and protection functionalities can be used independently, or combined as part of its comprehensive mortgage sale and management processes.
Mark Lofthouse, CEO of the Key, comments, “The introduction of the general insurance and protection functionalities within the Key means that brokers now have the confidence, and the support, to offer a comprehensive and compliant insurance and protection advisory sales process to their clients.
“General insurance and protection has always been seen as a potentially lucrative ancillary revenue stream for brokers and with the Key’s specific fact finds and integration with leading GI and protection providers, the process can be conducted as quickly and efficiently as the mortgage sale and submission process.”
The Key provides market leading front end point-of-sale and compliance solutions with full back office support including sales pipeline, commission management, reporting and compliance monitoring.
With over 6,000 contracted users, the Key is the most widely used CRM and back office solution in the mortgage and protection markets. Tailored and configured for use in a diverse range of organisations, the system encompasses one of the most comprehensive, yet easy-to-use, point-of-sale and CRM platforms.
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For more information please contact Damion Clark, Real Public Relations, 07789 911314.
