360 Dot Net are pleased to announce the capability for advisers to refer GI sales opportunities to Uinsure directly from the 360 FactFind. The process allows advisers to quickly define the client’s requirements and seamlessly pass all associated information to Uinsure to process on behalf of the adviser.
Mark Hutchings, National Sales Manager at Uinsure, says: “This is a fantastic upgrade – and one that we know 360 users have wanted for some time. At Uinsure listening and responding to feedback is key to our success. Together with 360 we’ve taken on board what you want and we’ve delivered it meaning brokers can ensure their clients get quality, five-star cover from a reputable name, at the click of a mouse.”
Carlos Thibaut, CEO of 360 Dot Net, comments “Uinsure ‘Refer and Earn’ provides advisers with the ability to fully service their clients by offering an intuitive mechanism to provide products they might not have typically focused upon. There is so much opportunity for advisers to capitalise on the relationships they build with their client bank, functionality such as ‘Refer and Earn’ opens up the capability for advisers to become a single point of service within the mortgage process while concentrating on their primary product offering.” He continues, “2017 will see continued investment in the 360 FactFind, which is now used by over 1,000 advisers, with additional ID verification functions, services for conveyancing, surveys and other products in order to create that single compelling experience to maximise the potential of each and every adviser.”
If you would like to find out more information about the 360 FactFind and Uinsure ‘Refer and Earn’, please do not hesitate to sign up to one of our free training webinars, or alternatively, please contact our friendly support team, who are happy to help with any product queries.