MyCRM brings the best in modern client management to the financial services industry. And all parts of MyCRM are integrated - so whether it's generating a report, quoting, or completing an application, you'll only ever need to enter client data once!
Suggest appropriate levels of cover, record your advice, generate clear reports for your client - all in one simple, smart system. And from InsuranceProfiler launch QuoteMonster and quote the market with a single click.
Launch QuoteMonster, the market's most powerful quoting software, straight from a client file, or at the end of an insurance report. Plus access an in-depth client report, and move straight into an online application.
Move straight from a quote into an integrated online application, saved automatically to your client file. And if you're also in the mortgage space, rest assured - we've got an online application for that too (which cuts the average time taken to complete a loan application by a third!)
Qualify a loan in seconds and knock the socks off your clients! From an immediate initial qualification, to LMI/LEP comparisons, to LVR and serviceability checks, and much more. And like other MyCRM tools, record everything in a clear, attractive client report.
Send professional, targeted communication to your clients, with less fuss and more style than ever before. Easy newsletters? Ultra-effective, targeted marketing communications? Advanced filtering and client segmentation? Yes, yes and yes!
Whether you're managing just yourself or have a team to run, you'll love our workflow system. Manage insurance reviews with ease, keep track of prospects, and ditch the post-it notes for good!
With the help of regulation experts IDS, we've developed a range of ready-to-use templates and tools. Disclosure, Scope of Service, Complaints Register, Education Register, and more - all free to use. If it involves best practice, you'll find it in MyCRM.