Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • DrayMaster Reviews & Ratings
    1 Rating
    Company Website
  • Centrex Software Reviews & Ratings
    18 Ratings
    Company Website
  • Everstage Reviews & Ratings
    3,392 Ratings
    Company Website
  • Tai TMS Reviews & Ratings
    167 Ratings
    Company Website
  • Buildxact Reviews & Ratings
    233 Ratings
    Company Website
  • FISPAN Reviews & Ratings
    5 Ratings
    Company Website
  • Macaw AMS Reviews & Ratings
    5 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • Service Center Reviews & Ratings
    120 Ratings
    Company Website

What is Money Advice + CRM?

Created and overseen by experienced experts in the financial services industry, this software is the result of over twenty years of specialization in developing applications specifically for the brokerage field in Ireland. It is designed to fulfill the comprehensive office requirements of both large and small enterprises, incorporating features such as marketing strategies, sales processes, advisory services with in-depth needs assessments, cash flow forecasts, compliance measures, an extensive product library, and management of pipelines and commissions. Moreover, it boasts a robust Client Relationship Management system that keeps client profiles and policy details regularly updated in collaboration with a variety of insurers, including Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, and Standard Life, while also sourcing life protection quotes from all available providers. Money Advice +CRM brings together all essential software tools needed by brokers into one cohesive solution. This allows users to provide competitive price quotes directly on their websites and receive timely email notifications for each inquiry submitted. In light of these features, this integrated system not only streamlines broker operations but also significantly improves client engagement and service provision, leading to a more efficient workflow overall. With its user-friendly interface and comprehensive functionalities, this software is poised to revolutionize how brokers operate in a fast-paced market.

What is ISMIS?

ISMIS provides exceptional features from the outset, offering the adaptability to refine and personalize functionalities as required. Our skilled team of Insurance Technologists, certified by both the Chartered Insurance Institute and Microsoft, is committed to assisting you at every phase, from the initial blueprint to full-scale execution and continued support. Specifically designed for Managing General Agents (MGAs) and insurance providers, ISMIS is a completely hosted, web-based solution that prioritizes scalability for quick market entry. With ISMIS, you can effectively market and manage your products through your broker network, reach clients directly, or seamlessly connect with aggregators and comparative broker systems. The platform boasts extensive point-of-sale capabilities, enabling you to provide quotes, finalize transactions, and create high-quality PDF policy documents for new business, mid-term modifications, cancellations, and renewals across diverse product types and business lines. Furthermore, ISMIS is intentionally built to adapt alongside your business requirements, ensuring that you stay ahead in an ever-evolving industry landscape. With its robust features and support, ISMIS empowers your organization to thrive amidst competition.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Money Advice

Company Website

www.moneyadvice.ie/

Company Facts

Organization Name

Cover.Net

Date Founded

1995

Company Location

United Kingdom

Company Website

www.cover.net/products/ismis/

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Popular Alternatives

Related Marketing Cloud Reviews & Ratings

Related Marketing Cloud

Related Digital

Popular Alternatives

SortMyBooks Reviews & Ratings

SortMyBooks

Aisling Software
mPACS Reviews & Ratings

mPACS

Mandon Software
Compulife Reviews & Ratings

Compulife

Compulife Software
InsureCert Reviews & Ratings

InsureCert

InsureCert Systems
BrokerEdge Reviews & Ratings

BrokerEdge

Damco Solutions